Job offer
Team Business Manager
The Julius Baer Group is seeking a Team Business Manager who will be responsible for the day-to-day operational, sales, and administrative management of a team and will work closely with the Group Head. The Team Business Manager will assist in implementing strategies, monitor risks, and prepare reports to optimize team performance.
Tasks
The Team Business Manager (Team BM) is responsible for managing day-to-day operational, sales, and administrative aspects in close collaboration with the Group Head (GH). This role involves assisting the GH with daily inquiries, handling and/or supporting commercial and risk approvals, and overseeing the team’s task management. The Team BM is also responsible for preparing relevant reports and presentations and supporting senior management. - Coordinates and/or supports the bank’s strategic initiatives and projects by working closely with the Market Business Management team and within the respective team - Supports the GH in his supervisory duties by monitoring daily risks through regular risk exchanges with the GH and by reviewing risk and control reports/dashboards, and performing approval and control tasks delegated by the GH in accordance with internal guidelines - Conducts and/or coordinates quantitative and qualitative analyses to serve as a basis for decision-making regarding team and individual RM client portfolio planning, performance evaluations, scorecard processes, and/or ad-hoc requests - Gathers team input and provides ideas to improve efficiency in the bank’s processes and systems - Communicates relevant information from the bank/region/market level and derives actions for the respective team, including monitoring and following up on agreed-upon actions - Organizes and conducts team meetings and communications in close collaboration with the Group Head - Manages systematic sales processes with the support of Regional Business Development and the Group Head, and coordinates/implements the use of sales tools within the respective team - Conducts budget planning and effective cost control for the respective team (if applicable)Requirements
- A natural team player with the ability to connect with colleagues from diverse backgrounds - Plans, organizes, and carries out work autonomously and independently, and manages their own schedule - Highly service-oriented and passionate about customer service - Always communicates in a courteous and professional manner - Strong analytical and problem-solving skills - Able to work under pressure and manage a portfolio of tasks - Works independently, efficiently, proactively, and meticulously - Proficient user of MS Office applications, particularly PowerPoint and ExcelWe offer
An opportunity to help shape the future of wealth management.Job details