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Product Manager Advisory Efficiency

vor 2 Monaten

Basel, Schweiz Julius Baer Vollzeit

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.

Are you a product manager with a passion for client experience?

Julius Baer is taking the next steps in an ambitious digital transformation that will improve the investment journey for our clients and employees.

We offer an exciting role for a passionate and experienced product manager like you. You will work within the client value stream ‘advisory efficiency’ as part of the Investment Ecosystem team in IWMS (Investment & Wealth Management Solutions).

Your focus will be to level up the investment advisory platform experience by ensuring an intuitive and efficient user journey for our Relationship Managers and Investment Advisors, backed by seamlessly integrated portfolio and investment suitability insights.

We offer you an agile working environment with highly motivated colleagues who inspire, challenge and support each other to make a difference in shaping the digital future of Julius Baer, the international reference in Private Banking.

**YOUR CHALLENGE**:

- As the Product Manager of the client value stream “advisory efficiency” you shape the vision and related strategic initiatives to elevate the user experience in providing superior investment advice
- You will drive the initiative roadmap together with the agile delivery team, maximize business value, prioritize with a clear focus, manage dependencies, and actively engage and communicate with key stakeholders in a convincing way and on an ongoing basis to achieve the strategic objectives and related key results
- You will continuously optimize service levels and costs to operate the platforms You will conduct market research to identify future trends and innovative ideas to stay ahead of the curve, both in terms of content and UX/UI design
- You will actively contribute to retain the strong team spirit and collaborative work environment, where an open feedback culture is the fuel for continuous improvement of the overall performance

**YOUR PROFILE**:

- University degree or equivalent in science, business informatics, banking or finance
- Expert knowledge and practical experience with the Scaled Agile Framework (SAFe) or equivalent agile methodologies preferably as Product Manager or Product Owner
- 5+ years of professional experience in either digital transformation consulting or change management functions in the Wealth Management / banking industry with proven track record in the investment advisory business
- Proven leadership skills and outstanding ability to lead cross-functional and cross-divisional global virtual teams with outstanding communication and presentation skill with senior stakeholders
- Highly self-motivated, self-organized, team-oriented, purpose driven, hands-on personality with a distinctive can-do attitude, comfortable in driving and managing change, actively engaging in constructive discussions, and ensuring alignment with fellow stakeholders while putting value for our clients as priority
- Fluency in German and English (written and verbal) is a must requirement

Contact person: Kristian Curic

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