Job Description

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 Market Intermediaries Western Switzerland & Americas. 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.

Acting as a two-way conduit between Internal Units and the respective Intermediaries Market, the Business Manager Intermediaries drives alignment, enhances communication, and supports sustainable business growth through structured coordination and operational excellence.

YOUR CHALLENGE

Front-Line Operational Support

• Provide direct assistance to the Market Head Intermediaries Western Switzerland & Americas, as well as ad-hoc support to 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

Strategic Coordination & Governance

• Serve as primary liaison between the Intermediaries segment, in particular Market Intermediaries Western Switzerland & Americas, 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

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

• Step in to handle key business management tasks when needed, ensuring smooth operations during absences or busy periods

YOUR PROFILE

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 enthusiasm, with excellent 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 French and English (additional fluency in Spanish and/or German is highly beneficial)
• High level of autonomy combined with teamwork orientation and service-mindedness

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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