Strategy & Business Development Project Manager

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.

General description

The Strategy & Business Management Project Manager is a key member of the Global Product & Solutions (GPS) Strategy & Business Development (S&BD) team, and shall endeavour to fulfil the ambitions defined and outlined for the team by the Head of S&BD.

In this role/capacity, the primary responsibilities of the incumbent will be to independently lead the end-to-end project management and implementation of local, regional, global and strategic initiatives with a holistic view to ensure all relevant aspects are considered. The incumbent will focus on initiatives to ensure our product offering suite for Global Products & Solutions (GPS) products (amongst others, Structured Products, Derivatives, FX, Precious Metals, etc.) remain highly competitive and relevant. This includes having regular dialogues with Investment Advisors, Senior Management (i.e. Group Heads, Senior Client Partners) and Product Specialists to understand Clients’ needs and demands.

He/she shall then work in close collaboration with stakeholders across various functions in the Bank to establish the overall scope, objectives, deliverables and timeline for said initiatives. Further, he/she shall also coordinate and perform relevant change management activities. The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients.

The incumbent will report to the Global Head, Strategy & Business Development.

Key features of the position

People management

• Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment in a Global setup
• Build highly impactful relationships with global, regional and local stakeholders across various functions in the Bank

Client management (internal & external)

• Independently lead end-to-end management/implementation of local, regional, global and strategic initiatives and contribute to all stages of projects (i.e. discovery works, coordination, business analysis, business process, UAT, change management and rollout, etc.), ensuring all relevant aspects are considered
• Establish the overall scope, objectives, deliverables and timeline in alignment with the business and in consultation with management for the various initiatives/projects
• Work closely with various stakeholders across the Bank (e.g. Operations, Risk, Legal, Compliance, Front Office, Business Management, etc.) to identify and analyse business requirements and distil high-level information to develop/propose appropriate solutions to bridge/address gaps
• Ensure regular and effective communication with relevant stakeholders and management (regionally and globally) throughout the various stages of the projects
• Work closely with internal stakeholders to analyse, identify and develop new solutions to optimise/automate existing work processes

Business development

• Support the team’s strategic objectives and operational goals, driving business outcomes and results
• Develop and maintain documentation on processes and applications (i.e. user manuals, procedural guidelines, etc.)
• Provide regular inputs/updates/MIS reporting of projects/initiatives for the various management forums (e.g. Steering Committees, Operating Board Meetings, etc.)
• Identify opportunities to enhance functional efficiency and productivity, proposing process improvements and workflow optimisations, where relevant/appropriate

Regulatory responsibilities &/or risk management

• Meet all legal, regulatory, and compliance standards/requirements
• Adhere to the standards and expectations outlined in the relevant user manuals and guidelines
• Demonstrate appropriate values and behaviours including, but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

Personal & social

• Work independently in a global setup and able to effectively manage internal and external stakeholders from diverse backgrounds in a highly articulate and professional manner
• Strong interpersonal skills, empathic personality, and power of persuasion
• Open and approachable as well as displaying genuine interest in people
• Able to deal with ambiguity and drive for clarity and results
• Strong ability for planning, organising, and communicating a clear vision
• Good judgement and ability to work under pressure

Professional & technical

• At least 7 years of relevant Wealth Management knowledge and experience, with strong grasp of financial markets and products, especially in Structured Products, OTC Derivatives, FX, precious metals
• Relevant higher educational and professional background
• Strong commercial judgement and business acumen
• Familiarity with Agile project methodologies (e.g. Program Increments, Scrum, etc) and tools (e.g. JIRA, Confluence, etc.) is of advantage
• Strong IT flair & Strong Command of MS Office applications
• Strong verbal communications and written skills

Regulatory

• Familiarity of local regulatory expectations and requirements

• Understanding of cross border rules and regulations
• Demonstrate the risk mindset in the team balanced with commercial acumen and business approach

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.

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