Strategic Finance Business Partner – Corporate Functions 100% (f/m/d)

Bank Julius Bär & Co. AG

Key information

Publication date:11 June 2025
Workload:100%
Place of work:Zürich
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Job summary

Join Julius Baer, a progressive wealth management firm, where your individuality is valued. Enjoy a collaborative environment with growth opportunities.

Tasks

Drive strategic finance projects with strong analytical skills.
Develop automation tools for timely data use and analysis.
Collaborate with stakeholders to define key metrics for investments.

Skills

University degree in Finance or related field with 5-7 years experience.
Proficient in Excel, PowerPoint, and data visualization tools.
Strong communication skills and ability to manage multiple tasks.

Is this helpful?

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 professional with a high affinity for numbers, data, a can-do attitude, and strong stakeholder management skills. You will join a dynamic and experienced team of other dedicated and passionate Finance professionals and work with inspiring colleagues from several finance and non-finance functions. The person will be part of the Team within the line organization of CFO, Corporate Functions driving various topics to support Corporate Functions including the client facing organization of the bank, foster cost discipline, identify, and measure impact on the back of investments. The role is key to collaborate with an extensive stakeholder group in the bank across a wide spectrum of topics with a Finance lens as well as to develop a data driven backbone for the team.

IHRE AUFGABEN

Drive Finance / strategic projects/ topics demonstrating very strong conceptual and analytical skills together with a team of other professionals from the CFO division

Develop tools (modelling and visualization) focusing on further automation and more flexible & timely use of data

Conduct quantitative analyses and business case assessments for strategic change initiatives and prepare presentations for senior management

Design and enhance reporting for steering benefits assessment and value creation for change investments

Together with key stakeholders in the Value Streams, define key metrics to measure impact of change investments

YOUR PROFILE

Strong academic record: University degree in Finance, Accounting, Econometrics or comparable field of study with above-average grades

At least 5-7 years of experience in a comparable finance or related function and consulting experience within banking or financial industry

Good knowledge and understanding of the (Private) Banking business

Outstanding conceptual, analytical, and problem-solving skills with a strong affinity to quantitative modelling

Proactive ownership of initiatives and ability to drive topics independently

Proven experience in cost management and controlling

Excellent PowerPoint, Excel, Think-cell, 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

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

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Categories:

Company Management / Head of Department, Executive / Strategy