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 Intermediaries will serve as a fully integrated role bridging central coordination and on-site operational support across the Sub-Region. Combining the strategic and tactical responsibilities, this position ensures efficient execution of global initiatives while providing responsive, market-level support to front-line leaders and stakeholders.Key Responsibilities
Strategic Coordination & Governance
Serve as primary liaison between the Intermediaries segment and central/global functions (e.g., Compliance, IT, Marketing, Operations), facilitating smooth exchange of information and requirements
Coordinate the implementation of bank-wide projects, initiatives, and regulatory changes at the market level, ensuring adherence to timelines and quality standards
Represent the Intermediaries segment in cross-functional working groups; contribute market-relevant perspectives to shaping strategies and solutions
Top-Down Execution
Receive, evaluate, and prepare centrally driven topics for local adaptation and distribution
Disseminate approved directives, guidelines, and campaign materials to front-line units
Monitor execution progress, identify roadblocks, and report outcomes back to central stakeholders
Bottom-Up Escalation
Act as first point of contact for front-line inputs, feedback, and proposals; conduct initial assessment and prioritization
Consolidate, refine, and forward relevant market-generated content to central bodies for consideration or action
Advocate for practical adjustments based on real-world constraints or client needs
Front-Line Operational Support
Provide direct assistance to Market Heads, Group Heads and Relationship Managers
Organize and coordinate Management Committees, regular business reviews and strategy sessions
Track action items etc.; ensure accountability and follow-through
Project & Process Management
Develop presentations, briefing notes, status updates, and decision dossiers for senior management
Identify recurring inefficiencies and propose structural improvements
Lead or co-manage workstreams
Deputy Function
Assume backup responsibility for broader business management duties as needed, maintaining continuity during leave periods or high-pressure cycles
Qualifications & Experience
Bachelor’s degree in Business Administration, Finance, Economics, or a related discipline (Master’s degree considered advantageous)
Minimum of 5 years’ professional experience within private banking, wealth management, or financial services, with demonstrated exposure to both operational support and strategic coordination
Prior experience in a business management, executive support, or intermediary-facing role strongly preferred
Solid understanding of Swiss banking practices, regulatory expectations, and front-office workflows
Required Skills & Competencies
Exceptional organizational and time-management abilities with keen attention to detail
Strong analytical skills with proficiency in synthesizing complex information into clear summaries
Excellent verbal and written communication skills in English (additional fluency in German, French, Italian is highly beneficial)
High level of autonomy combined with teamwork orientation and service-mindedness
Advanced competence in Microsoft Office (Word, Excel, PowerPoint); experience with CRM systems, collaboration tools (e.g., SharePoint) is an advantage
Discreet handling of confidential matters with integrity and sound judgement
Adaptable mindset suited to dynamic environments and changing priorities
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