Team Head Operations - Client Investment Reporting 100% (f/m/d)
Julius BaerZurich, Zurich, Switzerland
Posted December 18, 2025
Full Time
About the Company
Julius Baer celebrates and values individual qualities enabling employees to be impactful, entrepreneurial, empowered, and create value beyond wealth.
Job Description
We are looking for a Team Leader in Client Investment Reporting who will lead a team responsible for producing high-quality, compliant client reports and manage inquiries, service requests, and escalations efficiently.
Requirements
- Leadership & People Management
- Professional expertise in securities, investment performance measurement methodologies, and associated reporting disclosure requirements and standards
- Operational Excellence
- Communication & Stakeholder Engagement
- Analytical Thinking
- Project & Change Orientation
- Technical Proficiency in Microsoft Excel and PowerPoint
- Languages: Fluent in German (written and spoken); proficient in English