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 Tax Reporting and Reconciliation Data Services 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: Encourage 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
Several years of experience in managing and/or delivering Banking Operations processes
Experience in client tax reporting or corporate actions is a plus
Curiosity to get deep understanding of the business processes to identify improvements
Project management experience
Process engineering, process automation, data analytics
Strong Analytical skills to understand and resolve complex 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
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.
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 is a Swiss private banking group that specializes in wealth management and private banking services for high-net-worth individuals and families.