Business Manager Intermediaries 100% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

0.0

Posted On

09 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Strategic Coordination, Operational Support, Regulatory Changes, Cross-functional Working Groups, Project Management, Business Reviews, Time-Management, Analytical Skills, Communication Skills, Autonomy, Teamwork, Microsoft Office, CRM Systems, Confidentiality, Adaptability

Industry

Banking

Description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Business Manager Intermediaries will serve as a fully integrated role bridging central coordination and on-site operational support across the Sub-Region. Combining the strategic and tactical responsibilities, this position ensures efficient execution of global initiatives while providing responsive, market-level support to front-line leaders and stakeholders. Acting as a two-way conduit between Internal Units and the respective Intermediaries Market, the Business Manager Intermediaries drives alignment, enhances communication, and supports sustainable business growth through structured coordination and operational excellence. YOUR CHALLENGE Key Responsibilities Strategic Coordination & Governance Serve as primary liaison between the Intermediaries segment and central/global functions (e.g., Compliance, IT, Marketing, Operations), facilitating smooth exchange of information and requirements Coordinate the implementation of bank-wide projects, initiatives, and regulatory changes at the market level, ensuring adherence to timelines and quality standards Represent the Intermediaries segment in cross-functional working groups; contribute market-relevant perspectives to shaping strategies and solutions Top-Down Execution Receive, evaluate, and prepare centrally driven topics for local adaptation and distribution Disseminate approved directives, guidelines, and campaign materials to front-line units Monitor execution progress, identify roadblocks, and report outcomes back to central stakeholders Bottom-Up Escalation Act as first point of contact for front-line inputs, feedback, and proposals; conduct initial assessment and prioritization Consolidate, refine, and forward relevant market-generated content to central bodies for consideration or action Advocate for practical adjustments based on real-world constraints or client needs Front-Line Operational Support Provide direct assistance to Market Heads, Group Heads and Relationship Managers Organize and coordinate Management Committees, regular business reviews and strategy sessions Track action items etc.; ensure accountability and follow-through Project & Process Management Develop presentations, briefing notes, status updates, and decision dossiers for senior management Identify recurring inefficiencies and propose structural improvements Lead or co-manage workstreams Deputy Function Assume backup responsibility for broader business management duties as needed, maintaining continuity during leave periods or high-pressure cycles YOUR PROFILE Qualifications & Experience Bachelor’s degree in Business Administration, Finance, Economics, or a related discipline (Master’s degree considered advantageous) Minimum of 5 years’ professional experience within private banking, wealth management, or financial services, with demonstrated exposure to both operational support and strategic coordination Prior experience in a business management, executive support, or intermediary-facing role strongly preferred Solid understanding of Swiss banking practices, regulatory expectations, and front-office workflows Required Skills & Competencies Exceptional organizational and time-management abilities with keen attention to detail Strong analytical skills with proficiency in synthesizing complex information into clear summaries Excellent verbal and written communication skills in English (additional fluency in German, French, Italian is highly beneficial) High level of autonomy combined with teamwork orientation and service-mindedness Advanced competence in Microsoft Office (Word, Excel, PowerPoint); experience with CRM systems, collaboration tools (e.g., SharePoint) is an advantage Discreet handling of confidential matters with integrity and sound judgement Adaptable mindset suited to dynamic environments and changing priorities We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The Business Manager Intermediaries will serve as a fully integrated role bridging central coordination and on-site operational support, ensuring efficient execution of global initiatives while providing responsive, market-level support to front-line leaders. Key duties include strategic coordination, top-down execution of directives, bottom-up escalation of market feedback, and direct operational support to Market Heads and Relationship Managers.