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A product manager is leading the development, positioning, and performance optimisation of Julius Baer’s balance sheet products. The role ensures that the product offering is competitive, profitable, compliant, and aligned with client needs, funding strategy, and Group-wide balance sheet objectives.The role of the Balance Sheet Product Manager includes:
Developing and executing a comprehensive strategy for balance sheet products globally, aligning with the bank's overall objectives
Performing current-state assessments using quantitative and qualitative data to identify gaps and define new product or pricing concepts
Conducting market research and competitor analysis to stay ahead of industry trends and customer needs, adjusting strategies and the offering as necessary
Leading the design, development and roll out (incl. communication) of product & process changes and services to meet client and market demands
Driving end-to-end process improvement, and integration with global IT capabilities
Monitoring and steering financial performance by defining and optimizing pricing standards
Acting as the single point of contact for product, pricing, process, and change requests
Ensuring all products comply with local and international regulatory requirements, working closely with compliance and legal teams
Collaborating with internal stakeholders, including treasury, risk, finance, and front sales teams, to ensure alignment and successful product implementation
Education and Required Skills:
Bachelor’s degree in finance, Economics, Business, or a related field; MBA or other advanced degree preferred
3+ years of experience in project management, product development, or a related field within the banking or financial services industry
Profound knowledge of banking products, particularly balance sheet products
Proven track record of developing and managing successful projects and/or end-to-end delivery of product and process changes within the financial sector
Excellent analytical mindset to conduct assessments and derive actionable roadmaps
Strategic thinking and problem-solving skills
Commercial awareness with ability to balance client needs, profitability, and funding goals
Familiarity with agile and waterfall project methodologies in regulated environments
Communication and stakeholder management skills
Team-oriented, able to collaborate with highly qualified, technically minded staff
Business fluency in English
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