Job offer
Strategy & Business Development Project Manager
The Strategy & Business Development Project Manager at Julius Baer is responsible for project management and implementation of strategic initiatives to keep the product offering for Global Products & Solutions competitive. The candidate will work closely with stakeholders to understand customer needs and develop solutions.
Job description
Tasks
- Project management and implementation of local, regional, global and strategic initiatives with a holistic view to ensure that all relevant aspects are considered
- Focus on initiatives to ensure that the Global Products & Solutions (GPS) product offering remains competitive and relevant
- Regular dialog with Investment Advisors, Senior Management and Product Specialists to understand client needs and requirements
- Collaborate with stakeholders across various functions in the organization to define the overall scope, objectives, deliverables and timelines for initiatives
- Coordination and implementation of change management activities
- Build effective relationships across the organization to maintain knowledge of the business and the latest products and services
Key features of the position
Personnel management
- Contribute to strengthening team spirit and fostering a collaborative working environment in a global environment
- Building effective relationships with global, regional and local stakeholders across different functions within the organization
Customer management (internal & external)
- Independently lead end-to-end management/implementation of local, regional, global and strategic initiatives
- Establishing the overall scope, objectives, deliverables and timelines in alignment with the business and in consultation with management
- Collaborate with various stakeholders across the organization to identify and analyze business requirements
- Ensuring regular and effective communication with relevant stakeholders and management
- Regular inputs/updates/MIS reporting of projects/initiatives for various management forums
- Identification of opportunities to improve functional efficiency and productivity
Regulatory responsibilities &/or risk management
- Fulfillment of all legal, regulatory and compliance standards/requirements
- Compliance with the standards and expectations set out in the relevant user manuals and guidelines
- Demonstration of appropriate values and behavior
Requirements
Personal & social
- Working independently in a global environment and effectively managing internal and external stakeholders from diverse backgrounds
Professional & technical
- At least 7 years of relevant wealth management experience with a strong understanding of financial markets and products
- Relevant higher education and professional background
- Strong commercial judgment and business acumen
- Familiarity with agile project methods and tools
- Strong understanding of IT and strong command of MS Office applications
- Strong verbal communication and writing skills
Regulatory
- Familiarity with local regulatory expectations and requirements
- Understanding of cross-border rules and regulations
- Demonstrate risk awareness as a team, balanced with commercial judgment and business acumen
We offer
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