About the role

Aplyr's Quick Take

This role is about leading a team focused on data quality and process improvement within a wealth management context. You'll oversee daily operations, coach team members, and drive transformation initiatives like automation and process reengineering. It's a managerial position requiring prior leadership experience.

Good fit

Ideal candidates have several years in banking operations, particularly in tax reporting or corporate actions, and possess strong leadership and analytical skills. A proactive, curious mindset and experience in project management will help you thrive here.

Worth noting

The role emphasizes both team development and process transformation, which may appeal to those looking to make a significant impact. However, the spec lacks detail on specific daily tasks and metrics for success.

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 Data Center Of Excellence in Global Operations Services has a twofold mission. It delivers critical daily processes such as tax reporting or reconciliation, as well as has a continuous focus to improve these via process engineering, automation or control solutions towards process excellence. The Team Head is responsible for planning and achieving these targets, while supporting and coaching the team of 14+ members.

YOUR CHALLENGE

Leadership and Coaching: Establishing and implementing the vision, team oversight and capacity management, team development through training plans and coaching
Ensuring the daily business activity: the team performs Data Quality controls and Data Cleansing activities. Ensuring completeness, resource management and oversight of the activity
Transformation: Define a roadmap for implementing transformation such as automations, process reengineering or monitoring solutions. Establish the framework on when to use various capabilities available to the team. Develop access to further tools and integration possibilities. Ensure that solutions are reusable and appropriately documented
Skills development: Encoure the team to develop their skills to further improve BAU quality or support Transformations actively

YOUR PROFILE

Leadership and coaching skills, previous leadership experience required
Banking Operations several years experience, experience in client tax reporting or corporate actions a plus
Curiosity to get deep understanding of the business processes to identify improvements
Project management experience
Process engineering, process automation, data analytics
Analytical skills to understand and resolve problems
University education (or equivalent academic degrees) in Business, Finance, Data Engineering or similar
Fluent in English and good German skills would be a plus
Data and Tech literacy for Data analytics, Data Modeling experience 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.

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Skills & Tags

data

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.