Finance Business Partner – Global Product Solutions and CIO 100% (f/m/d)

Julius Baer Group; Zürich; On-site; CHF 110,000 - 150,000; Full time

Job summary

Julius Baer Group seeks an experienced Finance Business Partner to enhance internal reporting and perform data analysis for ad hoc requests. You will collaborate with Finance, GPS, and CIO to deliver insights and support decision-making.

The role requires a strong analytical mindset, attention to detail, and the ability to work with large datasets to improve reporting capabilities and drive strategic initiatives.

Qualifications

• University degree in finance or related field.
• At least 3 years in a similar role, preferably in banking or consulting.
• Knowledge of investment products and financial instruments is beneficial.

Responsibilities

• Review and analyze data from multiple sources of financial information.
• Provide insights on business performance, balance sheet, and KPI trends.
• Support forecasting, budgeting, and planning activities.

Skills

Data analysis

Forecasting

Financial concepts

Stakeholder communication

Education

Bachelor's or Master's in Finance/Economics/Business

Tools

Excel

SQL

Power BI

Job description

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. Finance at Julius Baer partners with Julius Baer’s senior management to understand and steer financial performance and risk, providing insights and solutions through quantitative analysis, forecasting and financial planning. The Finance team covering Global Product & Solutions and CIO Office is responsible for the financial oversight of Julius Baer’s trading activities, product offerings and investment management solutions within Julius Baer.

YOUR CHALLENGE

We are seeking an experienced financial professional to support the enhancement of our internal reporting capabilities and the analysis of data for ad hoc requests. In this role, you will work closely with stakeholders across Finance, Global Product & Solutions (GPS) and the CIO function. The ideal candidate will possess a unique blend of technical, financial, and interpersonal skills, with a strong background in data analysis and financial concepts.

The Finance Business Partner – Global Product Solutions and CIO is responsible for:

• Reviewing and analysing data across multiple sources of financial information
• Providing insights and context to senior management on business performance and balance sheet and capital-related KPIs
• Supporting forecasting, budgeting, and planning activities
• Designing new internal reports and driving the automation and enhancement of existing reports
• Collaborating closely with stakeholders across Finance, GPS, and CIO functions
• Incorporating stakeholder feedback to continuously improve reporting, analytics, and decision-support capabilities

YOUR PROFILE

• Above-average university degree (Bachelor's or Master's), or equivalent higher education, preferably in Finance, Economics, Business Administration, or a related field
• At least 3 years of experience in a similar role, preferably within the banking industry or management consulting
• Strong interest in financial markets and relevant industry developments
• Knowledge of investment products and financial instruments
• Strong analytical mindset combined with intellectual curiosity
• High attention to detail, accuracy, and analytical rigor
• Collaborative team player with strong interpersonal skills
• Experience working with large and complex datasets

Why join Julius Baer?

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.

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.