About the role

Aplyr's Quick Take

This role is focused on business development within a wealth management context, involving project management, data analysis, and cross-functional collaboration. You'll be coordinating initiatives, preparing reports, and supporting front employees with insights and updates. It's primarily an individual contributor role with a strong analytical and project management emphasis.

Good fit

Ideal candidates are detail-oriented professionals with a background in finance or business development, strong analytical skills, and experience in project management. You should be comfortable working independently and under pressure, with proficiency in Excel and data visualization tools.

Worth noting

The role requires advanced technical skills, including experience with data queries and dashboards, which may be a barrier for some applicants. The emphasis on both analytical and interpersonal skills suggests a need for versatility in communication and collaboration.

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.

Responsible for managing day-to-day as well as change-the-bank aspects of a front business unit. This role may include managing cross-functional projects and initiatives, overseeing financial management, coordinating events, governing business-specific processes, preparing key reports and presentations as well as supporting front employees of the Region with regular updates and insights.

YOUR CHALLENGE

Lead, coordinate and/or support strategic initiatives and projects, coordinating and collaborating across teams and functions
Conduct and/or coordinate quantitative and qualitative analyses as a decision basis for projects, performance reviews, scorecards process and/or ad hoc requests
Create and maintain KPIs / reporting framework across regional growth disciplines, to be addressed to line management, and to ensure diligent follow-ups of defined actions (NNM from share-of-wallet, new clients, etc.)
Prepare presentations, concepts and white papers for internal and external bodies
Responsible for the communication of relevant information and actions for front employees of the Region, including monitoring and follow-up on agreed actions

YOUR PROFILE

Very strong analytical, conceptual and problem-solving skills
Proficient user in MS Office applications, especially Excel
Know-how and applied experience in building and maintaining data queries, macros (e.g. VBA) and tableau dashboards, experienced in working with add-ins like think-cell
Wealth Management solutions and product know-how
Independent, efficient, proactive and meticulous work method
Project management skills
Strong communication, presentation and interpersonal skills
Able to work under pressure and manage a portfolio of tasks
Relevant higher educational and professional background

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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Aplyr's read

Julius Baer is a leading Swiss private bank focusing on wealth management for high-net-worth clients, attracting talent in finance, compliance, and technology.
Synthesized from recent postings & public sources

What's promising

•Strong reputation in private banking enhances client trust and loyalty.
•Global presence offers diverse career opportunities across regions.
•Focus on technology and innovation supports modern banking solutions.

What to watch

•High reliance on high-net-worth clients can increase vulnerability to economic downturns.
•Regulatory scrutiny in the financial sector may impact operations.
•Intense competition in private banking could pressure profit margins.

Why Julius Baer

•Swiss heritage provides a stable and prestigious brand image.
•Specializes in personalized wealth management for affluent individuals.
•Emphasis on compliance and risk management ensures robust operational integrity.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Julius Baer

Julius Baer

juliusbaer.com

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Julius Baer is a Swiss private banking group that specializes in wealth management and private banking services for high-net-worth individuals and families.