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 Team Leader in Client Investment Reporting who will take ownership of producing high-quality, compliant client reports while leading a skilled operational team.

YOUR CHALLENGE

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Lead and manage a team responsible for the daily production, quality assurance, and delivery of client investment reports, including portfolio valuations and performance analyses Ensure all reporting activities are accurate, timely, and fully compliant with internal policies and external regulations Implement and monitor quality controls throughout the reporting process to protect data integrity and minimise errors Serve as the primary contact for front office teams, managing inquiries, service requests, and escalations efficiently Plan and allocate team workloads to ensure optimal performance, especially during peak periods and month/year-end cycles Coordinate the integration of new products and regulatory updates into reporting processes, working closely with Product, IT, and Compliance teams Drive continuous improvement by streamlining workflows, automating manual steps, and enhancing process scalability and efficiency Promote team development through regular coaching and feedback, while maintaining up-to-date knowledge databases and providing training to stakeholders

YOUR PROFILE

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Leadership & People Management:

Proven ability to lead, motivate, and develop professionals in a results-focused environment; experience in performance management and conflict resolution

Professional expertise:

Deep understanding of securities, investment performance measurement methodologies, and associated reporting disclosure requirements and standards

Operational Excellence:

Strong track record in managing mission-critical operations with zero tolerance for error; deep understanding of internal controls and risk mitigation

Communication & Stakeholder Engagement:

Excellent interpersonal skills with the ability to communicate clearly and confidently with client advisors, managers, and cross-functional partners

Analytical Thinking:

Comfortable working with complex financial topics related to investment products, identifying root causes of issues, and proposing sustainable solutions

Project & Change Orientation:

Ability to drive the adoption of change and manage associated risks, ensuring smooth implementation within an operational environment

T

echnical Proficiency:

Advanced skills in Microsoft Excel and PowerPoint; proven experience with investment reporting platforms

Languages:

Fluent in German (written and spoken); proficient in English
We are looking forward to receiving your full job application through our online application tool.