Stellenangebot
Team Head Operations - Client Investment Reporting 100% (f/m/d)
Die Stelle als Teamleiter Client Investment Reporting bei Julius Baer umfasst die Führung eines Teams zur Erstellung von qualitativ hochwertigen Kundenberichten sowie die Koordination von Anfragen und die kontinuierliche Verbesserung von Prozessen. Der ideale Kandidat verfügt über Führungserfahrung, Fachkenntnisse im Bereich Investment und operative Exzellenz.
Stellenbeschreibung
Aufgaben
- 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
Anforderungen
- 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
Wir bieten
Keine expliziten Benefits genannt.Standort und Arbeitszeit
- Standort: Zürich
- Arbeitszeit: Vollzeit
Jobdetails