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.

As a Group Financial Planner you will be part of a dynamic team driving financial forecasting and planning processes of Julius Baer Group. It’s a key role for the overall steering of the Group and to support achieving its objectives. You will act as central center of competence for planning related topics and Group level analytics and will have the opportunity to actively contribute towards group-wide strategic financial initiatives. The role requires strong operational involvement in day-to-day business as well as a strategic mindset to succeed in a fast-paced and multi-task environment. It provides great exposure to senior management and business stakeholders alike. The role is part of the Group Performance Management team in the Finance organization and connects the job holder to each part of the Group, globally. You will join a team of highly committed experienced professionals that foster a collaborative and mutually inclusive working environment.

YOUR CHALLENGE

• Support and drive mandate of Group Performance Management team responsible for all group-wide financial planning, forecasting and scenario development activities

• Drive financial analytics to explain and forecast the development of key balance sheet elements and interest-driven income at JB Group, Regional and Treasury level.

• Advance integrated financial planning capabilities and methodologies to ensure process efficiency and forecasting accuracy

• Support strategic initiatives from a financial perspective and act as gatekeeper between senior management and business stakeholders

• Prepare presentations with clear and concise messaging and focus on providing the broader picture

• Engage with relevant stakeholders across the organisation to coordinate forecasting and planning processes

• Contribute to the further development of revenue and cost management frameworks as well as financial steering concepts

YOUR PROFILE

• Strong academic record: University degree in Business Administration, Finance, Economics or equivalent, preferably at Master’s degree level

• Post-graduate qualification (e.g. CFA, FRM, CIIA) is a plus

• 5+ years of relevant experience in Investment Banking, Valuation, Consulting (Big 4) or Corporate Strategic / Financial planning roles, with focus on financial services industry

• Advanced understanding of integrated financial modelling across Profit & Loss, Balance Sheet and Capital dimensions for a private bank

• Very good understanding of private banking products & services

• Strong analytical and quantitative skills, including deep Excel and PowerPoint know-how

• Strategic mindset and strong stakeholder engagement skills

• Hands on, solution and growth-oriented mind-set, willing to go the extra mile

• Business fluent in English, German considered as an asset

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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The international reference in wealth management

Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.

With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme , or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes .

For more information visit www.juliusbaer.com or contact us via the Contact Form .

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