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 Tax Reporting and Reconciliation Data Services in Global Operations Services has a twofold mission. It delivers critical daily processes such as tax reporting or reconciliation, as well as has a continuous focus to improve these via process engineering, automation or control solutions towards process excellence.The Team Head is responsible for planning and achieving these targets, while supporting and coaching the team of 14+ members.YOUR CHALLENGE
Leadership and Coaching: Establishing and implementing the vision, team oversight and capacity management, team development through training plans and coaching
Ensuring the daily business activity: the team performs Data Quality controls and Data Cleansing activities. Ensuring completeness, resource management and oversight of the activity
Transformation: Define a roadmap for implementing transformation such as automations, process reengineering or monitoring solutions. Establish the framework on when to use various capabilities available to the team. Develop access to further tools and integration possibilities. Ensure that solutions are reusable and appropriately documented
Skills development: Encourage the team to develop their skills to further improve BAU quality or support Transformations actively
Leadership and coaching skills, previous leadership experience required
Several years of experience in managing and/or delivering Banking Operations processes
Experience in client tax reporting or corporate actions is a plus
Curiosity to get deep understanding of the business processes to identify improvements
Project management experience
Process engineering, process automation, data analytics
Strong Analytical skills to understand and resolve complex problems
University education (or equivalent academic degrees) in Business, Finance, Data Engineering or similar
Fluent in English and good German skills would be a plus
Data and Tech literacy for Data analytics, Data Modeling experience would be a plus
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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Skills Required
- Leadership and coaching experience
- Several years managing or delivering banking operations processes
- Experience in client tax reporting or corporate actions
- Project management experience
- Process engineering, process automation, data analytics
- Strong analytical and problem-solving skills
- University degree in Business, Finance, Data Engineering or similar
- Fluent English
- Good German language skills
- Data and tech literacy, data modeling experience
What We Do
The Julius Baer Group is present in over 60 locations worldwide, including Zurich (Head Office), Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo. Social media terms of use: https://www.juliusbaer.com/en/legal/social-media/


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