Transformation Strategist 80% - 100% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

22 Dec, 25

Salary

0.0

Posted On

23 Sep, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Transformation, Portfolio Management, Project Management, Strategic Thinking, Agile Delivery, Communication Skills, Interpersonal Skills, Analytical Skills, Problem-Solving Skills, Budget Management, Risk Management, Stakeholder Engagement, Governance, Process Automation, Reporting, Presentation Skills

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 Transformation office have the mandate to ensure translation of the strategy into value-driven transformation portfolio and to orchestrate portfolio implementation as strategic Programme Management Office, ensuring an efficient, integrated implementation governance across steering, demand management, design and delivery. Track and holistically report on the Bank’s overall change portfolio in a value-and outcome-oriented manner. YOUR CHALLENGE Review design and lead the set-up of holistic governance Front-to-Back for the Transformation Portfolio to increase efficiency and effectiveness of demand prioritisation, delivery assurance, and escalation of key decisions to the relevant executive committees Enable cross-programme alignment across business and technology on demand, delivery, and design - ensuring alignment with Target Operating Model of the bank Drive process automation to enhance governance efficiency, transparency, and reporting quality for senior stakeholders Partner with senior leaders across business, technology, and functions; foster strong relationships through regular engagement and feedback Prepare and deliver high-impact reports and decision briefs for the Executive Board and Board of Directors Maintain the 3-year strategic change roadmap, ensuring full alignment with bank strategy and annual planning Set clear, outcome-focused targets (e.g., business value, KPIs) at programme level to measure progress and success Oversee end-to-end portfolio performance, tracking scope, budget, timelines, risks, and benefits to ensure in-scope, on-time, on-budget delivery Establish efficient collaboration model and partnership with Group Strategy, Finance, Risk, and Delivery teams to ensure integrated planning and execution Apply robust risk and budget management practices to safeguard delivery integrity YOUR PROFILE Bachelor’s degree required 8+ years in business transformation, portfolio/project management, ideally within wealth management or global banking Proven experience in project portfolio management with a strong focus on business cases, budgeting & controlling, and deliverables tracking Strong strategic thinking and planning skills, with the ability to align project portfolios to organizational goals Should understand Agile delivery especially around value delivery (i.e., understanding of OKRs/KPIs) within an agile context Should be a team player, resilient and work in a dynamic environment Excellent communication and interpersonal skills to effectively interact with stakeholders, executive leadership and project teams Display a keen ability to conceptualize ideas, convey compelling narratives, effectively visualise concepts, develop strong presentations to senior stakeholders to support decision-making, e.g. Executive Board and Board of Director Produce high-quality outputs with meticulous attention to detail Excellent analytical and problem-solving skills Experience at a global bank or at a renowned wealth manager preferred, experience at a strategy consulting firm is also a plus Fluent in English, and German would be a plus 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.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

The Transformation Strategist will lead the setup of holistic governance for the Transformation Portfolio, enhancing efficiency and effectiveness in demand prioritization and delivery assurance. They will partner with senior leaders to prepare high-impact reports and maintain the strategic change roadmap aligned with the bank's strategy.