Dein persönlicher KI-Karriere-Agent
Business Manager Intermediaries(m/w/x)
Supporting Market Head Intermediaries with business reviews and strategy sessions. Minimum 5 years in private banking or wealth management required. Ad-hoc support for Group Heads and Relationship Managers.
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Anforderungen
- Bachelor’s degree in Business Administration, Finance, Economics, or related discipline
- Master’s degree considered advantageous
- Minimum 5 years professional experience in private banking, wealth management, or financial services
- Demonstrated exposure to operational support and strategic coordination
- Prior experience in business management, executive support, or intermediary-facing role strongly preferred
- Solid understanding of Swiss banking practices
- Solid understanding of regulatory expectations
- Solid understanding of front-office workflows
- Exceptional enthusiasm
- Excellent organizational abilities
- Excellent time-management abilities
- Keen attention to detail
- Strong analytical skills
- Proficiency in synthesizing complex information into clear summaries
- Excellent verbal communication skills in French
- Excellent written communication skills in French
- Excellent verbal communication skills in English
- Excellent written communication skills in English
- Additional fluency in Spanish highly beneficial
- Additional fluency in German highly beneficial
- High level of autonomy
- Teamwork orientation
- Service-mindedness
Aufgaben
- Provide direct assistance to the Market Head Intermediaries
- Offer ad-hoc support to Group Heads and Relationship Managers
- Organize and coordinate Management Committees
- Organize and coordinate regular business reviews
- Organize and coordinate strategy sessions
- Track action items and ensure accountability
- Serve as primary liaison between the Intermediaries segment and central/global functions
- Facilitate smooth exchange of information and requirements
- Coordinate the implementation of bank-wide projects at the market level
- Coordinate the implementation of initiatives at the market level
- Coordinate the implementation of regulatory changes at the market level
- Represent the Intermediaries segment in cross-functional working groups
- Contribute market-relevant perspectives to shaping strategies
- Contribute market-relevant perspectives to shaping solutions
- Receive centrally driven topics for local adaptation
- Evaluate centrally driven topics for local adaptation
- Prepare centrally driven topics for local adaptation
- Distribute approved directives to front-line units
- Distribute approved guidelines to front-line units
- Distribute approved campaign materials to front-line units
- Monitor execution progress
- Identify roadblocks in execution
- Report outcomes back to central stakeholders
- Act as first point of contact for front-line inputs
- Act as first point of contact for front-line feedback
- Act as first point of contact for front-line proposals
- Conduct initial assessment of front-line inputs
- Conduct initial prioritization of front-line inputs
- Consolidate market-generated content for central bodies
- Refine market-generated content for central bodies
- Forward market-generated content to central bodies
- Advocate for practical adjustments based on real-world constraints
- Advocate for practical adjustments based on client needs
- Develop presentations for senior management
- Develop briefing notes for senior management
- Develop status updates for senior management
- Develop decision dossiers for senior management
- Identify recurring inefficiencies
- Propose structural improvements
- Lead workstreams
- Co-manage workstreams
- Handle key business management tasks when needed
- Ensure smooth operations during absences
- Ensure smooth operations during busy periods
Berufserfahrung
Ausbildung
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Von Nejo automatisch aufbereitet
Nejo hat diesen Job automatisch von der Website des Unternehmens Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Zur Originalanzeige bei Bank Julius Baer & Co. Ltd.Über das Unternehmen
The company focuses on wealth management and aims to create value beyond wealth.
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