Client Reporting Expert 80% - 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.
Client Reporting manages a large network of stakeholders as part of its extensive service offering with specific characteristics dependent on target client groups, regulations, projects and specialized employees within the own team. Your role is to pro-actively manage the network and to supply all stakeholders with immediate access to relevant information by providing structured content and expertise to each of those groups.Execute dedicated business management tasks which enable the Client Reporting department to improve its operational processes and maintain expertise
Act as a facilitator for complex Client Reporting topics between senior management, front representatives, Legal & Compliance and IT by providing expertise and transparency to stakeholders as required
Set the standards to maintain long-term Client Reporting expertise and ensure a proper library is build up and made available to all stakeholders of the bank with an interest in Client Reporting
Support the Client Reporting department head in its day-to-day activities and execute analyses ad-hoc
Conduct complex data analyses, prepare best-in-class presentations and participate in stakeholder discussions
Profound Client Reporting Expertise is a must
Solid understanding of banking operations
Proficient user in MS Office applications, especially Excel and PowerPoint
Relevant higher educational and professional background
Proficient in English and German
Higher commercial education, University degree or equivalent
Confident and representative manner towards clients and internal stakeholders
Excellent organizational skills with analytical and structured working methods
Strong client focus with a high degree of initiative and commitment
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