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JUJulius Baer

Business Development(m/w/x)

Zürich
Full-timeOn-siteExperienced

Front business unit management with financial oversight and event coordination. Wealth management solutions and Tableau dashboard building skills required. Independent, proactive work method.

Requirements

  • Strong analytical, conceptual, problem-solving skills
  • Proficient MS Office, especially Excel
  • Data query, macro (VBA), Tableau dashboard building/maintenance
  • Wealth Management solutions and product know-how
  • Independent, efficient, proactive, meticulous work method
  • Project management skills
  • Strong communication, presentation, interpersonal skills
  • Ability to work under pressure, manage task portfolio
  • Relevant higher educational and professional background

Tasks

  • Manage day-to-day and change-the-bank aspects of a front business unit
  • Lead cross-functional projects and initiatives
  • Oversee financial management
  • Coordinate events
  • Govern business-specific processes
  • Prepare key reports and presentations
  • Support front employees with regular updates and insights
  • Lead strategic initiatives and projects
  • Collaborate across teams and functions
  • Conduct quantitative and qualitative analyses
  • Support projects, performance reviews, and scorecards
  • Handle ad hoc requests
  • Create and maintain KPIs and reporting frameworks
  • Address reports to line management
  • Ensure follow-ups on defined actions
  • Prepare presentations, concepts, and white papers
  • Communicate relevant information to front employees
  • Monitor and follow up on agreed actions

Work Experience

  • approx. 1 - 4 years

Education

  • Bachelor's degree

Languages

  • EnglishBusiness Fluent

Tools & Technologies

  • MS Office
  • Excel
  • VBA
  • Tableau
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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