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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
- English – Business Fluent
Tools & Technologies
- MS Office
- Excel
- VBA
- Tableau
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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
- English – Business Fluent
Tools & Technologies
- MS Office
- Excel
- VBA
- Tableau
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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