Team Head Operations - Client Investment Reporting 100% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

18 Mar, 26

Salary

0.0

Posted On

18 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, People Management, Securities, Investment Performance Measurement, Operational Excellence, Internal Controls, Risk Mitigation, Communication, Stakeholder Engagement, Analytical Thinking, Project Management, Change Management, Technical Proficiency, Microsoft Excel, PowerPoint, Investment Reporting Platforms

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. We are looking for Team Leader in Client Investment Reporting who will take ownership of producing high-quality, compliant client reports while leading a skilled operational team. YOUR CHALLENGE Lead and manage a team responsible for the daily production, quality assurance, and delivery of client investment reports, including portfolio valuations and performance analyses Ensure all reporting activities are accurate, timely, and fully compliant with internal policies and external regulations Implement and monitor quality controls throughout the reporting process to protect data integrity and minimise errors Serve as the primary contact for front office teams, managing inquiries, service requests, and escalations efficiently Plan and allocate team workloads to ensure optimal performance, especially during peak periods and month/year-end cycles Coordinate the integration of new products and regulatory updates into reporting processes, working closely with Product, IT, and Compliance teams Drive continuous improvement by streamlining workflows, automating manual steps, and enhancing process scalability and efficiency Promote team development through regular coaching and feedback, while maintaining up-to-date knowledge databases and providing training to stakeholders YOUR PROFILE Leadership & People Management: Proven ability to lead, motivate, and develop professionals in a results-focused environment; experience in performance management and conflict resolution Professional expertise: Deep understanding of securities, investment performance measurement methodologies, and associated reporting disclosure requirements and standards Operational Excellence: Strong track record in managing mission-critical operations with zero tolerance for error; deep understanding of internal controls and risk mitigation Communication & Stakeholder Engagement: Excellent interpersonal skills with the ability to communicate clearly and confidently with client advisors, managers, and cross-functional partners Analytical Thinking: Comfortable working with complex financial topics related to investment products, identifying root causes of issues, and proposing sustainable solutions Project & Change Orientation: Ability to drive the adoption of change and manage associated risks, ensuring smooth implementation within an operational environment Technical Proficiency: Advanced skills in Microsoft Excel and PowerPoint; proven experience with investment reporting platforms Languages: Fluent in German (written and spoken); proficient in English 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

Lead and manage a team responsible for producing high-quality client investment reports. Ensure all reporting activities are accurate, timely, and compliant with internal policies and external regulations.