Job offer

Team Lead (m/f/d) Client Static / Master Data in Operations

As Team Head for Client Static/Master Data in Operations at Julius Baer in Frankfurt, you will lead your team in client account management, data maintenance, and process optimization. In doing so, you will ensure compliance with regulatory requirements and foster the professional and personal development of your employees.

Tasks

  • The proper collection, verification, and maintenance of customer data as part of client management
  • Solution-oriented consulting and support for internal partners, including relationship managers and AML/compliance staff—always with a focus on service quality and regulatory compliance
  • Compliance with legal and regulatory requirements, in particular Section 24c of the German Banking Act (KWG), the German Securities Trading Act (WpHG), and the Principles on Appropriate Business Organization (MaRisk)
  • The preparation of reports and management information, including for internal controls and compliance purposes.
  • Reconciliation, calculation, and posting of service fees in the customer environment.
  • Actively shaping and optimizing processes to achieve greater efficiency, reduce error rates, and improve user-friendliness.
  • Providing professional and personal leadership for your team, including setting goals, conducting feedback sessions, and fostering your employees’ professional and methodological skills.

Requirements

  • Completed business training, ideally with a focus on banking or finance.
  • Several years of professional experience at a bank, including at least three years in a leadership role, ideally in operations.
  • A strong focus on customers and service, even in indirect customer interactions
  • A high degree of initiative, the ability to handle pressure, and the ability to lead your team
  • Excellent proficiency in German and English

Job details

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