Finance Business Partner Treasury/Credit (f/m/d) 100%

Zürich

Key information

Publication date:02 September 2025
Workload:100%
Place of work:Zürich

Job summary

Join Julius Baer, a leader in wealth management, where individuality matters. Enjoy a dynamic work environment with growth opportunities.

Tasks

Steer internal financial strategy through effective treasury management.
Optimize capital and risk management to enhance organizational goals.
Analyze financial markets to support strategic planning and decision-making.

Skills

Advanced degree in Finance or Economics; CFA or CPA preferred.
Strong analytical skills in overseeing complex financial data.
Excellent communication skills to manage relationships with stakeholders.

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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.

Responsible for steering the internal financial strategy through robust treasury management, ensuring financial health and sustainability. Lead efforts to optimize capital and risk management, driving efficiency and supporting the broader organizational goals.

IHRE AUFGABEN

Oversee and execute daily treasury operations, ensuring effective liquidity management, funding, and financial risk mitigation

Develop and implement treasury policies and procedures in alignment with corporate strategies and regulatory requirements

Analyze financial markets and company data to forecast trends and assess financial risks, supporting strategic financial planning

Collaborate with internal stakeholders to optimize financial structures and processes, enhancing financial stability and growth

Prepare detailed financial reporting and analysis for senior management and external stakeholders, facilitating informed decision-making

Promoting a culture of high performance and continuous improvement through leading by example

YOUR PROFILE

Relevant advanced degree in Finance, Economics, or related field, and professional certifications such as CFA or CPA are preferred

Strong analytical skills with a proven ability to oversee complex financial data and economic conditions

Proficient in the use of financial software and MS Office, particularly Excel

Experienced in automating and optimizing processes and analytical workflows

Able to prepare and present information in a clear, audience-specific manner

Experienced in creating intuitive dashboards, with proficiency in Tableau considered an advantage

Excellent communication skills and the ability to effectively manage relationships with key stakeholders

Ability to work effectively under pressure, managing multiple priorities with keen attention to detail

Minimum of 3 years of professional experience in treasury, credit or a related financial role

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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