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CHCH10 - BJB Bank Julius Baer & Co. Ltd.

Business Manager Intermediaries(m/w/x)

Zürich
Full-timeOn-siteSenior

Liaison for financial intermediaries, coordinating bank initiatives and representing market perspectives in wealth management. 5+ years in private banking/wealth management with Swiss banking practices knowledge essential. Work in a global wealth management firm, coordinating across markets.

Requirements

  • Bachelor's degree in Business Admin, Finance, Economics, or related (Master's advantageous)
  • Minimum 5 years' experience in private banking, wealth management, or financial services with operational support and strategic coordination exposure
  • Prior experience in business management, executive support, or intermediary-facing role (strongly preferred)
  • Solid understanding of Swiss banking practices, regulatory expectations, and front-office workflows
  • Exceptional organizational, time-management abilities, and keen attention to detail
  • Strong analytical skills and proficiency in synthesizing complex information
  • Excellent verbal and written communication skills in English (German, French, Italian fluency beneficial)
  • High autonomy, teamwork orientation, and service-mindedness
  • Advanced competence in Microsoft Office (Word, Excel, PowerPoint); CRM systems and SharePoint experience (advantage)
  • Discreet handling of confidential matters with integrity and sound judgement
  • Adaptable mindset for dynamic environments and changing priorities

Tasks

  • Serve as primary liaison for Intermediaries and central functions
  • Coordinate market-level implementation of bank initiatives
  • Ensure adherence to project timelines and quality
  • Represent Intermediaries in cross-functional groups
  • Contribute market perspectives to strategies
  • Receive and prepare central topics for local adaptation
  • Disseminate approved directives and materials to units
  • Monitor execution progress
  • Identify execution roadblocks
  • Report outcomes to central stakeholders
  • Serve as first contact for front-line input
  • Assess and prioritize front-line feedback
  • Consolidate and forward market content to central bodies
  • Advocate for practical adjustments based on needs
  • Assist Market, Group Heads, and Relationship Managers
  • Organize Management Committees, reviews, and strategy sessions
  • Track action items
  • Ensure accountability and follow-through
  • Develop presentations and reports for management
  • Identify recurring inefficiencies
  • Propose structural improvements
  • Lead or co-manage workstreams
  • Assume backup business management duties

Work Experience

  • 5 years

Education

  • Bachelor's degreeOR
  • Master's degree

Languages

  • EnglishBusiness Fluent
  • GermanBusiness Fluent
  • FrenchBusiness Fluent
  • ItalianBusiness Fluent

Tools & Technologies

  • Microsoft Office
  • Word
  • Excel
  • PowerPoint
  • CRM systems
  • SharePoint
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. 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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