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Business Manager

Julius BaerJulius Baer·Financial Services

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6 days

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About the role

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 Business Manager is a key member of the Business Management (Asia & Middle East) team within the Global Products & Solutions (GPS) organisation and is responsible for providing business support.

In this capacity, the primary responsibilities involve partnering with product teams on a range of business and operational matters, including trading and execution-related topics, new requirements, and enhancements. The role will lead and coordinate cross-functional initiatives and projects, bringing together relevant stakeholders to share requirements, drive alignment, and deliver business outcomes. The role also involves managing and coordinating various business management activities such as planning, forecasting, and tracking various KPIs (e.g. costs, FTEs, financial ambitions) as well as centralised financial reporting.

The Business Manager reports to Head of Business Management (Asia & Middle East).

N.B: For the avoidance of doubt, any reference to function/team in this document refers to Business Management (Asia & Middle East).

YOUR CHALLENGE

People management

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

Client management (internal & external)

  • Provide business support to GPS co-heads, GPS location heads, and the GPS management team
  • Partner product teams on business and operational matters, including new requirements/processes, workflow enhancements, and other initiatives
  • Lead and coordinate cross-functional initiatives and projects, bringing together relevant stakeholders, driving discussions, and ensuring alignment across functions
  • Support GPS location responsible for Singapore in effectively discharging governance, regulatory, business responsibilities, and where required, branch-wide initiatives
  • Develop and maintain effective relationships with internal stakeholders and collaborate with external partners and vendors to ensure smooth execution of business operations

Business management

  • Support the team’s strategic objectives and operational goals, driving business outcomes and results
  • Identify opportunities to enhance functional efficiency and productivity, proposing process improvements and workflow optimisations, where relevant/appropriate
  • Provide regular updates and insights to GPS management on the trajectory and forecast of KPIs (e.g. cost, financial ambitions)
  • Oversee centralised reporting, inventory, and distribution, serving as a single point of contact for all reports (e.g. cost and headcount budgeting/tracking, KPIs, HR related, etc.), ensuring consistency, timeliness, and data integrity
  • Support the internalisation efforts of external or contract employees, coordinating the end-to-end process with relevant stakeholders (e.g. business, finance, HR)
  • Assist in the development and maintenance of GPS cost governance frameworks (e.g. travel framework), ensuring policies/guidelines are clearly communicated, adhered to, and reviewed periodically
  • Manage GPS’ operational value stream ProTime tracking

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

YOUR PROFILE

Personal & social

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

Professional & technical

  • 5-10 years of private banking knowledge and experience, specifically in a business management role
  • Knowledge in capital markets processes is a plus
  • Relevant higher educational and professional background
  • Good command of financial analytical skills
  • Strong commercial judgement, business acumen and a broad understanding of the financial markets and products

Regulatory

  • Familiarity with regulatory expectations and requirements

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?

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About Julius Baer

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

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