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JUJulius Baer

Balance Sheet Product Manager(m/w/x)

Zürich
Full-timeOn-siteExperienced

Global product strategy development at wealth management firm, assessing data for gaps and driving IT integration. Profound banking product knowledge and 3+ years project management in financial sector required. International travel expected for global rollouts.

Requirements

  • Degree in Finance, Economics, Business, or related field
  • 3+ years experience in project management or related field
  • Profound knowledge of banking and balance sheet products
  • Track record of managing projects in financial sector
  • Excellent analytical mindset for assessments and roadmaps
  • Strategic thinking and problem-solving skills
  • Commercial awareness and client needs balancing
  • Familiarity with agile and waterfall project methodologies
  • Communication and stakeholder management skills
  • Team-oriented collaboration with technical staff
  • Business fluency in English

Tasks

  • Develop a global balance sheet product strategy
  • Assess data to identify product and pricing gaps
  • Conduct market research and competitor analysis
  • Lead the design and rollout of product changes
  • Drive process improvements and global IT integration
  • Steer financial performance by optimizing pricing standards
  • Act as the central contact for change requests
  • Ensure compliance with local and international regulations
  • Collaborate with treasury, risk, and sales teams

Education

  • Bachelor's degreeOR
  • Master's degree

Languages

  • EnglishBusiness Fluent

Tools & Technologies

  • Agile
  • Waterfall
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