About the role

Aplyr's Quick Take

This role is about managing strategic projects and operational processes for the Intermediaries business at Julius Baer in Monaco. It's a mix of business management and governance, focusing on improving performance and ensuring compliance, rather than direct client interaction. This is an individual contributor role with a strong emphasis on collaboration across departments.

Good fit

Ideal candidates have a background in business management or finance, with several years of experience in project management or operational roles. A proactive, analytical mindset and strong communication skills will help you thrive in this collaborative environment.

Worth noting

The position emphasizes transformation and digitization initiatives, which could appeal to those interested in innovation within wealth management. The role also involves significant interaction with compliance and governance, which may not suit everyone.

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 Front Business Manager Intermediaries Monaco drives strategic initiatives and operational excellence within the segment, combining business management, process leadership and governance. The role ensures effective rollout of transformation projects, strengthens front-office performance, and supports risk & compliance frameworks in close cooperation with European segment leadership.

YOUR CHALLENGE

BUSINESS Management

Drive and deliver strategic projects and change management initiatives for Intermediaries business Monaco, driving innovation, efficiency, and scalable growth.
Ensure visibility of “change” on different levels (i.e., Management, RM and ARM)
Ensures transparency for any activities (global and/ or branch initiatives) that have impact on clients and/ or Front units.
Ensure an effective business/ segment management to support local Intermediaries business head with management and implementation of global & location specific initiatives.
Act as a key governance partner to the Head of Segment Management Intermediaries Europe, supporting budget planning, KPI tracking, steering committees, and cross-functional workstreams.
Own and advance the local rollout of the firm’s transformation and digitisation agenda, ensuring transparency and adoption across front teams and management.
Serve as a subject-matter expert on the B2B proposition and Intermediaries business processes, advising on enhancements and operational design.
Coordinate closely with enabling functions—including Markets, IT, Operations, and Marketing—to ensure seamless service delivery and technical feasibility.
Continuously improve operational performance—by increasing Straight-Through Processing (STP) rates and resolving recurring pain points—and escalate structural challenges when necessary.
Maintain the Intermediaries Knowledge Board to promote consistency and accessibility of key processes and guidance.

Risk Management

Support in maintaining a sound control environment by assisting in periodic reviews, including the annual Intermediaries Risk Rating assessment.
Liaise with Compliance, Legal, and Internal Audit as needed, ensuring timely responses to requests and adherence to internal policies and external regulations.

YOUR PROFILE

Strong analytical and problem-solving skills
Good interpersonal and communication skills, with proficiency in French and English (additional languages are a plus).
Bachelor’s degree in business administration, Finance, or a related field.
2+ years of experience in private banking and-or the Intermediaries business segment.

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.