Strategic Financial Analyst & Performance Manager 100% (f/m/d)

Bank Julius Bär & Co. Ltd.; Zürich; On-site; CHF 90,000 - 140,000; Full time

Job summary

Julius Baer is seeking a Financial Analyst, Performance- & Initiative Manager to drive finance projects for the private banking business in Western Markets & Switzerland. You will join a team of finance experts, supporting regional senior management and shaping profitability and cost management initiatives.

The role demands strong Excel skills, data handling, and experience with BI tools like Tableau or Power BI.

Qualifications

• University degree in Finance, Accounting, Economics with above-average grades.
• 4–5 years of experience in finance within banking or consulting with focus on banking.
• Excellent Excel and data handling skills.
• Experience with BI tools like Tableau/Power BI is advantageous.

Responsibilities

• Drive in-depth quantitative analyses to identify Front Office trends and P&L impact.
• Act as sparring partner to Front in Finance topics with senior stakeholders.
• Support regional financial planning, budgeting, forecasting, and scenario analysis.
• Develop tools for automatization and timely data usage.
• Run business case assessments and market strategy reviews.
• Enhance performance reporting to track long-term strategy execution.

Skills

Advanced Excel

Tableau/Power BI

Financial analysis

Data handling

Stakeholder management

English fluency

German knowledge

Education

University degree in Finance, Accounting, Economics

Tools

Tableau

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.

We are looking for a highly motivated Financial Analyst, Performance- & Initiative Manager who is passionate about driving finance related projects and create impact on profitability, performance and cost management topics for Julius Baer's private banking business in Western Markets & Switzerland.

You will be joining a dynamic and experienced team of Finance experts who act as sparring partners to the regional senior management, supporting them in achieving their objectives and anticipating trends in the financial performance at an early stage. In this challenging and exciting role, you will be part of the CFO Western Markets & Switzerland team, and report to the Head of Performance Management, Business Partnering & Initiatives.

Your Challenge

• Drive & perform in-depth quantitative analyses (using Management Information System) to identify Front Office trends & insights at an early stage with respect to P&L impact and the use of Balance Sheet products and define actionable measures to drive & improve respective performance
• Act as a sparring partner to the Front in the context of Finance topics, with direct exposure to senior management and key stakeholders across the bank (e.g. Accounting, Treasury, Capital Management, Credit)
• Support the region’s financial planning and performance management processes (incl. budgeting, forecasting, scenario analysis)
• Develop tools focusing on further automatization and more flexible & timely use of data
• Run business case assessments and market strategy reviews on a regular basis and derive conclusions for decision-making
• Enhance Performance Management and reporting landscape to enable tracking of Julius Baer's long term business strategy execution

Your Profile

• Strong academic record: University degree in Finance, Accounting, Economics or comparable field of study with above-average grades
• At least 4-5 years of experience in comparable finance or related function within banking / financial industry or in management consulting with focus on banking
• Excellent Excel and data handling skills paired with affinity to derive in-depth quantitative analyses
• Data visualization / business intelligence tools knowledge (e.g. Tableau/Power BI) is a great advantage
• Strong communication and interpersonal skills to collaborate with multiple senior stakeholders
• Strong analytical, conceptual skills, fast thinker and outstanding team player
• Strong personal drive with good organizational and multi-tasking skills as well as ability to work under pressure and meet tight deadlines
• Highly motivated, independent, pro-active and meticulous work method with a results-oriented mindset and problem-solving attitude
• Good knowledge and understanding of the Private Banking business and global financial markets
• Fluent in English (spoken and written), other languages (i.e. German) are an advantage
• Eligibility to work in the country where you apply for the position

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.

Why join Julius Baer?

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.