CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Regulatory Reporting Specialist(m/w/x)
Full-timeOn-siteExperienced
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Team Head Operations - Client Investment Reporting(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Leading a team producing client investment reports for a wealth management firm, ensuring regulatory compliance and data integrity. Proven leadership skills and deep understanding of investment performance methodologies required. Autonomy in team workload planning and operational strategy.
Requirements
- Proven leadership and people management skills
- Deep understanding of securities and investment performance measurement methodologies
- Strong operational excellence and risk mitigation skills
- Excellent communication and stakeholder engagement skills
- Analytical thinking with complex financial topics
- Ability to drive project and change orientation
- Advanced skills in Microsoft Excel and PowerPoint
- Fluency in German and proficiency in English
Tasks
- Lead and manage a team producing client investment reports
- Ensure accurate and timely reporting compliant with regulations
- Implement quality controls to protect data integrity
- Serve as the primary contact for front office inquiries
- Plan and allocate team workloads for optimal performance
- Coordinate integration of new products and regulatory updates
- Drive continuous improvement by streamlining workflows
- Promote team development through coaching and training
Work Experience
- approx. 4 - 6 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Microsoft Excel
- Microsoft PowerPoint
- investment reporting platforms
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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Full-timeOn-siteSeniorBaar, Zug
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Team Head Operations - Client Investment Reporting(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Leading a team producing client investment reports for a wealth management firm, ensuring regulatory compliance and data integrity. Proven leadership skills and deep understanding of investment performance methodologies required. Autonomy in team workload planning and operational strategy.
Requirements
- Proven leadership and people management skills
- Deep understanding of securities and investment performance measurement methodologies
- Strong operational excellence and risk mitigation skills
- Excellent communication and stakeholder engagement skills
- Analytical thinking with complex financial topics
- Ability to drive project and change orientation
- Advanced skills in Microsoft Excel and PowerPoint
- Fluency in German and proficiency in English
Tasks
- Lead and manage a team producing client investment reports
- Ensure accurate and timely reporting compliant with regulations
- Implement quality controls to protect data integrity
- Serve as the primary contact for front office inquiries
- Plan and allocate team workloads for optimal performance
- Coordinate integration of new products and regulatory updates
- Drive continuous improvement by streamlining workflows
- Promote team development through coaching and training
Work Experience
- approx. 4 - 6 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Microsoft Excel
- Microsoft PowerPoint
- investment reporting platforms
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.
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.
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Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
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