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

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

28 Apr, 26

Salary

0.0

Posted On

28 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organisational Skills, Written Communication, Digital Proficiency, Project Management, Proactive, Team-Oriented, Cultural Sensitivity, Detail-Oriented, Curious Learner

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 seeking a highly organised and motivated professional to join Julius Baer’s Global Service Delivery India (GSDI) team as Junior Transformation Manager, based in Zurich. This newly established role will play a key enabling function in advancing the Bank’s strategic offshoring initiative through the development and maturation of its delivery centres in India. YOUR CHALLENGE Take over end-to-end responsibility for assigned priorities and coordinate all related activities to successfully develop Global Enterprise Services (India). Close collaboration with GSDI team on all operational and strategic topics Develop, format, and finalize high-quality presentation decks and reporting materials for senior stakeholders Coordinate end-to-end meeting logistics (scheduling, invites, technical setup, pre-reads) and ensure follow-through by documenting outcomes, tracking action items, and driving timely follow-up to maintain accountability Maintain and continuously improve SharePoint workspaces, including team sites, Kanban boards, and shared repositories for optimal collaboration Govern central documentation assets to ensure accuracy and accessibility In collaboration with the India leadership team, collect, validate, and consolidate performance data and KPIs from stakeholders for inclusion in GSDI reports Support internal communication initiatives by drafting and coordinating messages, updates, and programme announcements Assist in organising and tracking employee engagement surveys, including participation monitoring and preliminary results compilation Manage and update distribution lists, organisational charts, team dashboards, and other recurring management information Maintain risk and issue logs with accurate classifications, ownership, and escalation flags to support proactive governance Conduct research on operational or transformation-related topics and prepare concise summaries for leadership input Drive small-scale process improvements and support standardisation initiatives to enhance efficiency and scalability within GSDI YOUR PROFILE Highly Organised & Structured: Capable of juggling multiple tasks efficiently, meeting deadlines, and maintaining accuracy even under pressure Strong Written Communication: Excellent command of English (verbal and written); ability to draft clear, concise, and professional messages and documents, including senior management deliverables Digital Proficiency: Skilled in Microsoft 365, especially SharePoint, Teams, PowerPoint, Excel, and OneNote; familiarity with collaborative workspace management is essential Project Management: Demonstrates understanding of project coordination principles, including task tracking, milestone planning, action item management, and dependency awareness to support smooth execution of transformation initiatives Proactive & Responsible: Takes initiative, anticipates needs, and follows through by taking ownership for assigned working packages without requiring constant oversight Team-Oriented & Collaborative: Works effectively in a matrix environment, interacts respectfully with colleagues at all levels, and builds trust quickly Cultural Openness & Sensitivity: Displays genuine appreciation for diverse working styles and cultural contexts; adapts communication and collaboration approaches to engage effectively with global stakeholders, particularly across Switzerland and India Detail-Oriented: Meticulous when handling data, documents, schedules, and communications Curious Learner: Eagerness to understand banking operations, transformation principles, and global delivery models 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 Transformation Manager will take end-to-end responsibility for assigned priorities and coordinate activities to develop Global Enterprise Services in India. This includes collaborating with the GSDI team on operational and strategic topics and managing documentation and reporting for senior stakeholders.