Take a key role in the financial planning and performance management processes encompassing more than half of the Bank’s global business (incl. budgeting, forecasting, modeling and scenario analysis)
Prepare systematic analyses and build quantitative models that help translate financial data into actionable insights in a hands-on manner while having the understanding for the broader picture on how different drivers influence revenues, costs and balance sheet of the region
Drive strategic finance topics / initiatives to support the CFO of Switzerland & EMEA and Intermediaries in achieving the Region’s financial objectives
Act as a sparring partner to the Front in the context of Finance topics, with direct exposure to senior management and key stakeholders across the bank
Design and enhance management reporting for performance steering and actively support future development of the revenue and cost management framework for the region
Develop tools focusing on further automatization and more flexible & timely use of data
Conduct quantitative analyses and business case assessments on a regular basis and prepare presentations for senior management
Strong academic record: University degree in Finance, Accounting, Econometrics or comparable field of study with above-average grades
At least 3-5 years of experience in a comparable finance or related function within banking or financial industry
Good knowledge and understanding of the (Private) Banking business and global financial markets
Profound knowledge in financial management processes such as controlling, reporting, budgeting and forecasting
Capital / balance sheet management knowledge is a plus
Outstanding analytical, conceptual and problem-solving skills with a strong affinity to quantitative modelling
Excellent Excel and data handling skills
Programming skills (e.g. VBA/Python/SQL/R) as well as data visualization / business intelligence tools knowledge (e.g. Tableau/Power BI) is a great advantage
Advanced PowerPoint skills and an affinity for automation of presentation content in connection with data updates
Strong personal drive with good organizational and multi-tasking skills as well as ability to work under pressure and meet tight deadlines
Strong communication and interpersonal skills to collaborate with multiple senior stakeholders
Independent, pro-active, efficient and meticulous work method with a results-oriented mindset
Fluent in English (spoken and written), German is a plus
Company
Location
Zürich - Switzerland
Job type
Full-Time
Python Job Details
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.
We are looking for a highly motivated and experienced Strategic Financial Planner who is passionate about translating financial data into actionable insights and drive profitability and cost management topics for Julius Baer’s private banking business in Switzerland & EMEA.You will be joining a dynamic and experienced team of Finance experts who act as sparring partners to the regional senior management, supporting them in achieving their objectives and anticipating trends in the financial performance at an early stage.
In this challenging and exciting role, you will be part of the CFO Switzerland & EMEA and Intermediaries team, and report to the Head of Financial Controlling & Planning.
YOUR CHALLENGE
YOUR PROFILE
HR contact: Mr. Kristian Curic, Senior Talent Acquisition Specialist
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .
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