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CH10 - BJB Bank Julius Baer & Co. Ltd.
last mo.

Team Head Operations - Client Investment Reporting(m/w/x)

Zürich
Full-timeOn-siteSenior

Description

In this role, you will lead a dedicated team in producing high-quality client investment reports while ensuring compliance and accuracy. Your daily responsibilities will include managing inquiries, optimizing workflows, and fostering team development.

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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

Work Experience

approx. 4 - 6 years

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

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointinvestment reporting platforms

Languages

German – Business Fluent

English – Business Fluent

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