GPS Strategy & Business Development Project Leader – Zurich 100% (f/m/d)
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.
Global Products & Solutions plays a central role in shaping client-focused investment strategies, developing innovative financial products, and providing expert advisory across all major asset classes. By aligning global insights with local needs, we empower relationship managers with tailored solutions that meet evolving client needs.In this role, the primary responsibilities include shaping and driving the global strategic agenda for GPS. This entails spearheading strategic growth initiatives that align with the Bank’s overarching strategy, ensuring strong alignment across regions, and ensure they are based on client demand. The individual shall partner closely with business owners/stewards to identify, assess and drive new business opportunities.
The role also requires assessing strategic partnerships as well as inorganic business opportunities (e.g. M&As, establishment of joint ventures) from a GPS perspective. Further, the individual shall coordinate cross-unit collaboration, drive insight generation through robust market and competitor analysis, and support senior management with recommendations and decision-making.
The role will report to the Head of GPS Strategy & Business Development (Switzerland & Europe).
YOUR CHALLENGE
Stakeholder management (internal & external)
- Drive global strategic growth initiatives that align with the Group’s overall strategic priorities
- Partner with GPS business owners/stewards to identify, evaluate, and drive new business opportunities and partnerships and outline growth plans
- Support all GPS teams in project and change management activities
- Work in close collaboration with Group Strategy and Group Finance to support the end-to-end execution of strategic initiatives
Business management
- Define and drive the ambitions/objectives of the team in consultation with Head of GPS Strategy & Business Development (Switzerland & Europe)
- Synthesise complex data sets and qualitative insights into clear, concise, and visually compelling presentations
- Support the development and delivery of high-quality strategy papers, market analyses, and actionable recommendations for senior stakeholders across GPS
- Assess strategic partnerships/joint ventures and inorganic business opportunities (e.g. M&As, establishment of joint ventures) from a GPS perspective
- Drive front-to-back rollout of new business projects/key initiatives aligned with the established agile IT delivery governance, ensuring that objectives, ownership, and tangible outcomes are clearly outlined and tracked
- Monitor emerging technologies, innovations, disruptions, and latest market trends across global markets
- Provide inputs/updates of GPS for the various management committees
Regulatory responsibilities and/or risk management
- Meet all legal, regulatory, and compliance standards/requirements
- Adhere to the standards and expectations outlined in the relevant user manuals and guidelines
- Demonstrate appropriate values and behaviours including, but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
YOUR PROFILE
- Solid banking knowledge, especially with GPS related topics such as lending, structured products and ultra clients advisory
- Around 5 years or more of private banking knowledge and experience
- Relevant higher educational and professional background
- Good command of financial analytical skills
- Strong commercial judgement, business acumen and a broad understanding of the financial markets and products
- Strategic thinking skills and capacity to quickly grasps the big picture while offering solutions to very specific topics
- Able to effectively manage internal and external stakeholders from diverse backgrounds in a highly articulate and professional manner
- Open and approachable as well as displaying genuine interest in people
- Drive for results and ability to work under pressure
- Strong ability for planning, organising, and communicating a clear vision
We arelooking 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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