GPS Strategy & Business Development Project Leader

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.

General description

In this role, the primary responsibilities include shaping and driving the global strategic agenda for Global Products & Solutions (GPS). This entails spearheading strategic growth initiatives that align with the Bank’s overarching strategy, ensuring strong alignment across regions, and 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 supporting 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 into the Global Head of GPS Strategy & Business Development.

Key features of the position

Client 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 Global Head of GPS Strategy & Business Development

• 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

• Support 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 outside of Agile Release Train (e.g. Alternatives, global sales process), 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

Personal & social

• Act as a role model for the team with regard to business development, compliance procedures, risk management, and supervisory controls

• Motivate and provide guidance/feedback to the team to improve overall performance

• Excellent stakeholder management and leadership skills (motivation to lead people)

• Strategic skills and managerial courage to make and deliver unpopular and difficult decisions and messages

• Able to effectively manage internal and external stakeholders from diverse backgrounds in a highly articulate and professional manner

• Strong interpersonal skills, empathic personality, charisma, and power of persuasion

• Open and approachable as well as displaying genuine interest in people

• Drive for results

• Strong ability for planning, organising, and communicating a clear vision

• Good judgement and ability to work under pressure

Professional & technical

• Demonstrated experience operating in a similar role. Experienced team leader with proven track record and leadership experience in the financial industry

• 10 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

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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