Head of Booking Centre

3 months ago

Saint Peter Port, United Kingdom Julius Baer Full time

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 Head of Booking Centre (BC) is responsible for the leadership and development of both people and BC to optimize efficiency and ensure smooth operation of the Guernsey BC; aiming to be “best in class”. This will involve travel to build and maintain strong relationships with Relationship Managers (RM’s) & BC’s across the Group acting as an Ambassador for Guernsey BC to promote the service and adapt the offering from feedback received.

**YOUR CHALLENGE**:

- Lead a team of Cross Unit Relationship Managers (CURM) who are responsible for the client lifecycle steps for Cross Unit Relationships (CUR) at the BC location
- Enhance the brand/reputation of the Guernsey BC, working closely with all stakeholders
- Motivate and support continuous development of the people; generate learning opportunities and provide regular feedback on team members through working with each

team lead giving support and regular constructive feedback and set the tone from the top
- Create and foster a positive, inspiring, diverse and inclusive work and team environment with equal opportunities in which each team member can thrive
- Develop effective work processes for all areas of BC, working closely with the local Change Team to identify and implement process changes, taking into consideration BC location specific rules and operating models
- Work with the Zurich Head of BC to attain global standardisation where possible, and also work with other BC’s to identify how we can align
- Support client onboarding and modification as applicable
- Monitor and sign off all client reviews undertaken within Booking Centre
- Oversee all aspects of the day to day administration of all CUR booked accounts within the Guernsey Branch
- Co-ordinate regular business tasks through support of the Team leads and ensure supervisory controls are in place

**YOUR PROFILE**:

- Strong communication skills
- Established leadership capability
- Be able to establish and maintain excellent working relationships with other departments in Guernsey, Group, RM & BC locations
- Client-centric mindset and highly service oriented
- Open and approachable
- Flexible and positive attitude
- Experience in leading change/change resilient
- Excellent team player
- Possess/ability to adopt an agile mindset
- Relevant professional qualification in banking, leadership, business studies or qualified through significant practical experience
- General banking experience - Back and Front office.
- Affinity for compliance related topics
- Knowledge of financial products and markets
- Strong affinity with the geographic market(s) covered (familiar with the legal and regulatory environment as well as cultural awareness)
- Good understanding of different legal entity structures

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