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Business Manager Intermediaries(m/w/x)
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
- English – Business Fluent
- German – Business Fluent
- French – Business Fluent
- Italian – Business Fluent
Tools & Technologies
- Microsoft Office
- Word
- Excel
- PowerPoint
- CRM systems
- SharePoint
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.Full-timeOn-siteSeniorZürich
- Julius Baer
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Full-timeOn-siteSeniorZürich
Business Manager Intermediaries(m/w/x)
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
- English – Business Fluent
- German – Business Fluent
- French – Business Fluent
- Italian – Business Fluent
Tools & Technologies
- Microsoft Office
- Word
- Excel
- PowerPoint
- CRM systems
- SharePoint
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Regional Business Manager Emerging Markets(m/w/x)
Full-timeOn-siteSeniorZürich - Julius Baer
Account Manager Intermediaries(m/w/x)
Full-timeOn-siteExperiencedZürich - Vontobel Swiss Financial Advisers AG
Business Manager(m/w/x)
Full-timeOn-siteExperiencedZürich - Vontobel Swiss Financial Advisers AG
Business Manager(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Intermediaries Digital Sales Manager(m/w/x)
Full-timeOn-siteSeniorZürich