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 CHALLENGESupport and drive mandate of Group Performance Management team responsible for all group-wide financial planning, forecasting and scenario development activitiesDrive 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 accuracySupport strategic initiatives from a financial perspective and act as gatekeeper between senior management and business stakeholdersPrepare presentations with clear and concise messaging and focus on providing the broader pictureEngage with relevant stakeholders across the organisation to coordinate forecasting and planning processesContribute to the further development of revenue and cost management frameworks as well as financial steering conceptsYOUR PROFILEStrong academic record: University degree in Business Administration, Finance, Economics or equivalent, preferably at Master’s degree levelPost-graduate qualification (e.g. CFA, FRM, CIIA) is a plus5+ years of relevant experience in Investment Banking, Valuation, Consulting (Big 4) or Corporate Strategic / Financial planning roles, with focus on financial services industryAdvanced understanding of integrated financial modelling across Profit & Loss, Balance Sheet and Capital dimensions for a private bankVery good understanding of private banking products & servicesStrong analytical and quantitative skills, including deep Excel and PowerPoint know-howStrategic mindset and strong stakeholder engagement skillsHands on, solution and growth-oriented mind-set, willing to go the extra mileBusiness fluent in English, German considered as an assetWe are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our .Is this not quite what you are looking for? Set up a job alert by creating a candidate account .
