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.

We are looking for a highly organized, pro-active and detail-oriented Offering & Product Manager to join our Product Management & Development team in Luxembourg. The successful candidate will play a critical role in establishing, preparing, and conducting the local Product Approval Board for Bank Julius Baer (Monaco) S.A.M. including product approval processes, lifecycle management, and governance reporting. The products and services in scope are Advisory, Discretionary and Funds, Trading Solutions, Wealth Planning, and partially Operations. This role involves coordination, documentation, and data management to ensure robust product governance and compliance. Furthermore, the candidate will coordinate and manage the rollout of new products & services to Monaco. The candidate will furthermore work closely with Product Management & Development colleagues in Luxembourg as well as with the Offering Governance team in Zurich.

YOUR CHALLENGE

Offering Governance and Product Approval Board for Bank Julius Baer Monaco

• Establish, prepare, and conduct the Product Approval Board as a Secretary of the Product Approval Board for Bank Julius Baer Monaco.
• Support the end-to-end process for initial product approvals and ongoing monitoring of existing products & services.
• Conduct and coordinate lifecycle management reviews with global and local Product Owners and relevant stakeholders.
• Maintain SharePoint site, and products & services inventory list for Monaco.
• Collate data and monitor offering-related global and local KPIs and KRIs.
• Prepare regular and ad-hoc reporting for management and governance bodies.
• Write meeting minutes, ensuring accurate and complete documentation of decisions and discussions.
• Maintain a clear audit trail for product-related decisions, approvals, and changes and monitor approval conditions and track their fulfilment/completion.
• Own, document, and regularly update product governance-related SLAs between Luxembourg and Monaco.

Product Management & Development

• Coordinate and rollout new / adapted products and services to Monaco.
• Collaborate closely with local and global product teams, operations, risk management, legal and compliance to ensure a successful product launch.
• Educate front staff regarding new product launches or enhancements of existing products and services.
• Serve as a central point of contact for product management and offering governance for Monaco.
• Project management support.

YOUR PROFILE

Education & Experience

• Bachelor’s or Master’s degree in Finance, Business Administration, Economics, or a related field.
• 5+ years of experience in financial services, ideally within Product Management, Product Governance, Risk, or a related function.
• Familiarity with product approval and lifecycle management processes across investment products (e.g. funds, structured products, ETDs) and services (e.g. advisory, discretionary, wealth planning).
• Experience working in a multinational or matrix organization, ideally in a support or coordination role with global exposure.

Skills & Competencies

• Strong analytical skills and fast learner.
• Excellent organizational and coordination skills with high attention to detail.
• Strong communication and stakeholder management skills across seniority levels.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word) and collaboration tools (SharePoint).
• Ability to manage multiple tasks and deadlines in a fast-paced, governance-driven environment.
• Proficiency in French and English

Personal Attributes

• Structured and reliable with a proactive mindset.
• Strong sense of accountability and ownership.
• High integrity and commitment to maintaining governance standards and compliance.

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