At Julius Baer, we place great value on reliability, compliance, and collaborative partnerships – even beyond direct client advisory services. In the Client Static/Master Data area, you will make a significant contribution to the quality and integrity of our client relationships.
To strengthen our team, we are looking for an experienced and dedicated
Team Head (m/f/d) for Client Static/Master Data with in-depth expertise in operational processes, a strong sense of order, and a willingness to make existing processes smarter, more secure, and more user-friendly. You will be responsible for the professional and personnel management of a well-established team that handles all essential client information. Your work forms the basis for client-focused services, seamless processes, and regulatory compliance.YOUR CHALLENGE
- The correct recording, verification and maintenance of customer data within the context of account opening and mandate management.
- Solution-oriented consulting and support for internal partners, including Relationship Managers and AML/Compliance – always with a focus on service quality and regulatory compliance.
- Compliance with legal and regulatory requirements, in particular according to KWG §24c, WpHG and the principles for appropriate business organization (MaRisk).
- The creation of reporting and management information, including for internal controls (ICS) and compliance purposes.
- Coordination, calculation and booking of service fees in the customer environment.
- Active participation in the design and optimization of processes to achieve greater efficiency, lower error rates, and improved user-friendliness .
- The professional and personal management of your team, including target setting, regular feedback sessions, and the promotion of your employees' professional and methodological competence.
YOUR PROFILE
- Completed commercial training, ideally with a focus on banking/finance.
- Several years of professional experience in a bank, including at least three years in a management role, preferably in private banking, customer service or operational back office.
- Solid knowledge of business closing and documentation obligations in accordance with the German Banking Act (KWG), the German Securities Trading Act (WpHG) and the Minimum Requirements for Risk Management (MaRisk).
- Excellent written and spoken German and English skills – for communication with internal stakeholders and documentation purposes.
- Proficient use of Microsoft Office, especially Excel (formulas, pivot tables, data analysis).
- A structured, careful and solution-oriented approach to work – with an eye for detail and overall context.
- Strong customer and service orientation, also in the indirect customer environment.
- High levels of initiative, resilience, and the ability to lead your team effectively and in a motivatin
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