Group Financial Planner 100% (f/m/d)

Zürich

Key information

Publication date:09 May 2025
Workload:100%
Place of work:Zürich

Job summary

Join Julius Baer as a Group Financial Planner, where individual qualities matter. Enjoy a collaborative work environment with growth opportunities.

Tasks

Drive financial planning and forecasting processes for the Group.
Support strategic initiatives and engage with senior management.
Enhance integrated financial planning methodologies for efficiency.

Skills

5+ years in investment banking or financial planning; Master’s preferred.
Strong analytical skills with advanced Excel and PowerPoint knowledge.
Strategic mindset with excellent stakeholder engagement abilities.

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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.

IHRE AUFGABEN

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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