Job offer
Team Head Operations - Client Investment Reporting 100% (f/m/d)
The position of Team Leader Client Investment Reporting at Julius Baer involves leading a team to produce high-quality client reports, coordinating inquiries, and continuously improving processes. The ideal candidate will have leadership experience, investment expertise, and operational excellence.
Job description
Tasks
- Serve as the primary point of contact for front office teams, managing inquiries, service requests, and escalations efficiently
- Plan and allocate team workloads to ensure optimal performance, especially during peak periods and month/year-end cycles
- Coordinate the integration of new products and regulatory updates into reporting processes, working closely with Product, IT, and Compliance teams
- Drive continuous improvement by streamlining workflows, automating manual steps, and enhancing process scalability and efficiency
- Promote team development through regular coaching and feedback, while maintaining up-to-date knowledge databases and providing training to stakeholders
Requirements
- Leadership & People Management: Proven ability to lead, motivate, and develop professionals in a results-focused environment; experience in performance management and conflict resolution
- Professional expertise: Deep understanding of securities, investment performance measurement methodologies, and associated reporting disclosure requirements and standards
- Operational excellence: Strong track record in managing mission-critical operations with zero tolerance for error; deep understanding of internal controls and risk mitigation
- Communication & Stakeholder Engagement: Excellent interpersonal skills with the ability to communicate clearly and confidently with client advisors, managers, and cross-functional partners
- Analytical Thinking: Comfortable working with complex financial topics related to investment
We offer
No explicit benefits mentioned.Location and working hours
- Location: Zurich
- Working hours: Full-time
Job details