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.
We are looking for Team Leader in Client Investment Reporting who will take ownership of producing high-quality, compliant client reports while leading a skilled operational team.Lead and manage a team responsible for the daily production, quality assurance, and delivery of client investment reports, including portfolio valuations and performance analyses
Ensure all reporting activities are accurate, timely, and fully compliant with internal policies and external regulations
Implement and monitor quality controls throughout the reporting process to protect data integrity and minimise errors
Serve as the primary contact for front office teams, managing inquiries, service requests, and escalations efficiently
Plan and allocate team workloads to ensure optimal performance, especially during peak periods and month/year-end cycles
Coordinate the integration of new products and regulatory updates into reporting processes, working closely with Product, IT, and Compliance teams
Drive continuous improvement by streamlining workflows, automating manual steps, and enhancing process scalability and efficiency
Promote team development through regular coaching and feedback, while maintaining up-to-date knowledge databases and providing training to stakeholders
Leadership & People Management: Proven ability to lead, motivate, and develop professionals in a results-focused environment; experience in performance management and conflict resolution
Professional expertise: Deep understanding of securities, investment performance measurement methodologies, and associated reporting disclosure requirements and standards
Operational Excellence: Strong track record in managing mission-critical operations with zero tolerance for error; deep understanding of internal controls and risk mitigation
Communication & Stakeholder Engagement: Excellent interpersonal skills with the ability to communicate clearly and confidently with client advisors, managers, and cross-functional partners
Analytical Thinking: Comfortable working with complex financial topics related to investment products, identifying root causes of issues, and proposing sustainable solutions
Project & Change Orientation: Ability to drive the adoption of change and manage associated risks, ensuring smooth implementation within an operational environment
Technical Proficiency: Advanced skills in Microsoft Excel and PowerPoint; proven experience with investment reporting platforms
Languages: Fluent in German (written and spoken); proficient in English
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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