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Delivering Facilities Management Excellence for Julius Baer

Client Overview

Julius Baer is one of the world’s leading private banking groups, providing wealth management services to high-net-worth individuals and institutions across the globe. Operating within a highly regulated financial services environment, the organisation places significant emphasis on operational excellence, workplace performance and service quality.

To support its London office in Farringdon, Julius Baer required an experienced Facilities Manager capable of overseeing facilities operations, workplace services and compliance while ensuring the environment continued to support the needs of a fast-paced and professional workforce.

The appointment was critical to maintaining operational resilience, regulatory compliance and an exceptional workplace experience.

The Challenge

Julius Baer required a Facilities Manager capable of balancing strategic facilities planning with hands-on operational management within a sophisticated corporate office environment.

The successful candidate would be responsible for ensuring the workplace remained safe, compliant, efficient and aligned with the organisation’s broader business objectives.

Key areas of responsibility included:

• Facilities and workplace management

• Building operations and maintenance oversight

• Health, safety and statutory compliance

• Contractor and supplier management

• Workplace services delivery

• Space management and workplace planning

• Budget management and cost control

• Emergency preparedness and business continuity

• Risk management and governance

• Stakeholder engagement and occupier support

• Continuous improvement initiatives

The role required an individual capable of operating confidently within a highly regulated financial services environment while maintaining exceptional standards of service delivery.

Strong technical knowledge, commercial awareness and leadership capability were essential, alongside the ability to build trusted relationships with both internal stakeholders and external service providers.

Our Approach

Understanding the Requirement

Maxwell Stephens worked closely with Julius Baer to gain a detailed understanding of the organisation’s operational requirements, workplace expectations and long-term facilities objectives.

The successful candidate would need to combine strong technical facilities expertise with a proactive and service-oriented approach.

Specialist Search Process

Drawing upon our extensive Facilities Management network, we conducted a targeted search focused on candidates with experience across:

• Corporate Facilities Management

• Financial Services Environments

• Workplace Operations

• Health, Safety and Compliance

• Building Maintenance and Infrastructure

• Contractor and Supplier Management

• Budget and Cost Management

• Workplace Experience

• Business Continuity Planning

Particular emphasis was placed on identifying candidates with experience managing premium office environments while maintaining high standards of operational performance and stakeholder engagement.

Candidate Assessment

Candidates were assessed against a comprehensive range of technical and behavioural competencies, including:

• Facilities and workplace management expertise

• Building systems and infrastructure knowledge

• Compliance and risk management capability

• Budget management and commercial awareness

• Contractor and supplier management

• Stakeholder engagement and communication skills

• Problem-solving and operational leadership

• Continuous improvement and service delivery focus

Our recruitment process focused on identifying individuals capable of delivering both immediate operational value and long-term workplace improvements.

The Outcome

Maxwell Stephens successfully appointed an experienced Facilities Manager with a strong track record of delivering facilities and workplace services within corporate environments.

The successful candidate brought extensive operational expertise, strong technical knowledge and a highly proactive approach to facilities management.

Key strengths included:

• Significant experience managing corporate office environments

• Strong knowledge of building systems and infrastructure

• Comprehensive health, safety and compliance expertise

• Proven contractor and supplier management capability

• Strong budget management and cost control skills

• Excellent stakeholder engagement and communication abilities

• A hands-on and solutions-focused management style

Following their appointment, the Facilities Manager assumed responsibility for the full spectrum of facilities operations, ensuring that workplace services continued to support employee productivity, safety and wellbeing.

Working closely with internal stakeholders and external service providers, they have played a key role in maintaining a high-performing workplace environment aligned with Julius Baer’s operational standards and strategic objectives.

Results Delivered

The appointment delivered significant benefits across Julius Baer’s London office, including:

• Enhanced oversight of facilities and workplace operations

• Improved management of maintenance and building services

• Strengthened health, safety and compliance performance

• Enhanced contractor and supplier management

• Improved space utilisation and workplace planning

• Stronger emergency preparedness and business continuity processes

• Increased operational efficiency and cost control

• Continued support for employee wellbeing and workplace experience

The successful placement provided Julius Baer with a Facilities Manager capable of combining operational excellence with strategic workplace leadership within a demanding financial services environment.

Candidate Testimonial

“I highly recommend Peter as a proactive and supportive Facilities Management recruiter.

Peter has an extensive network in the Facilities Management space and quickly matched my skill set with appropriate roles, facilitating meetings with some incredible employers and helping to make the recruitment process efficient and rewarding.

I highly recommend that you connect with Peter and his team if you are looking for an exciting new FM role.”

Specialist Facilities & Workplace Recruitment

Maxwell Stephens supports financial institutions, corporate occupiers and professional services organisations with specialist recruitment solutions across facilities management, workplace operations and corporate real estate.

Our expertise includes:

• Facilities Management

• Workplace Management

• Corporate Real Estate

• Health & Safety Compliance

• Workplace Experience

• Contractor Management

• Business Continuity Planning

• Strategic Facilities Leadership

By combining specialist Facilities Management recruitment expertise with a deep understanding of corporate workplace environments, we help organisations secure the professionals responsible for maintaining safe, compliant and high-performing workplaces.