About the role

Aplyr's Quick Take

This role is about managing daily operations and administrative tasks within a business unit at Julius Baer. You'll lead projects, prepare reports, and handle financial planning while coordinating with various teams. It's primarily an individual contributor role focused on project management and operational efficiency.

Good fit

Ideal candidates are detail-oriented professionals with strong analytical and project management skills, likely with several years of experience in a similar operational role. A proactive and independent working style will help you thrive here.

Worth noting

The role emphasizes a dynamic and agile mindset, suggesting a fast-paced environment. There's a strong focus on cross-functional collaboration and strategic initiatives, which may appeal to those who enjoy a varied workload.

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 operational and administrative aspects of a business unit, leading cross-functional projects, and ensuring implementation of business unit strategy. This role may involve preparing key reports and presentations, coordinating events, governing business-specific processes as well as owning financial planning, cost control, and reporting for the business unit, ensuring efficient use of resources.

YOUR CHALLENGE

Manage and support regular business tasks and requests
Lead, coordinate and/or support strategic initiatives and projects, coordinating and collaborating across teams and functions
Prepare presentations, concepts and white papers for internal and external bodies
Plan and execute internal events, meetings (e.g. offsites, town halls) and communication
Conduct and/or coordinate quantitative and qualitative analyses as a decision basis for projects, performance reviews, scorecards process and/or ad hoc requests
Conduct financial budget planning and effective cost controlling and reporting of business unit, team and/or projects
Own and govern business unit specific processes

YOUR PROFILE

Strong analytical, conceptual and problem solving skills
Proven project management skills
Strong communication, presentation and interpersonal skills
Dynamic and agile mindset and passionate about change
Able to work under pressure and manage a portfolio of tasks
Independent, efficient, proactive and meticulous ways of working
Proficient user in MS Office applications, especially PowerPoint and Excel
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.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

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

View company

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