At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Lets shape the future of wealth management together.
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 includes supporting GH
with daily requests, covering and/or supporting commercial and risk approvals and overseeing the team task
management. The Team BM is also responsible for preparing relevant reports, presentations and supporting
respective team and GH with regular updates and insights from the Bank/Region/Market level.
YOUR CHALLENGE
BUSINESS MANAGEMENT

• Manages and supports regular operational, sales and administrative tasks and requests within the

teams scope

• Coordinates and/or supports Banks strategic initiatives and projects, by closely collaborating with

the Market Business Management team and within the respective team

• Supports GH in their supervisory duty, managing daily risks by conducting regular risk exchanges with

GH and monitoring of risk & control reports/dashboards, and performs approval and control tasks
delegated by GH in accordance with internal guidelines

• Conducts and/or coordinates quantitative and qualitative analyses as a decision basis for team and

individual RM client book planning, performance reviews, scorecards process and/or ad hoc requests

• Gathers team input and provides ideas to improve efficiency in processes and systems of the Bank
• Communicates relevant information from Bank/Region/Market level and derives actions for the

respective team, including monitoring and follow-up on agreed actions

• Organizes and executes team meetings and communication, in close collaboration with GH
• Manages systematic sales process with support from Regional Business Development and Group

Head, and coordinates / follow-up on the sales tools usage within respective team

• Conducts budget planning and effective cost controlling of respective team (if applicable)

YOUR PROFILE
PERSONAL AND SOCIAL SKILLS

• A natural team player with ability to relate to colleagues from diverse backgrounds
• Plans, organizes, and carries out work autonomously and allocates work time independently
• Highly service oriented and passionate about client servicing
• Always communicates in a competent and professional manner
• Open, approachable and displays genuine interest in people and in improving processes
• Systematic, precise and diligent working style and the ability to perform under pressure
• Personal integrity and ethical behavior

PROFESSIONAL AND TECHNICAL SKILLS

• Strong communication, presentation and interpersonal skills
• Strong analytical and problem-solving skills
• Able to work under pressure and manage a portfolio of tasks
• Independent, efficient, proactive and meticulous working style
• Proficient user in MS Office applications, especially PowerPoint and Excel

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