Strategy Specialist - Group Strategy (100%, m/f/d)

Julius Baer; Zürich; On-site; CHF 120,000 - 190,000; Full time

Job summary

Julius Baer is seeking a Strategy professional to help define the Group's long-term direction and drive cross-unit strategic initiatives. You will translate ambition into clear priorities, actionable plans, and measurable outcomes working with senior stakeholders.

You will collaborate with Front, Finance, COO and Communications to ensure strong delivery and alignment while developing strategic content for senior management and the CEO.

Qualifications

• Excellent communication skills, written and verbal, for senior audiences.
• Strong problem-solving and strategic thinking capabilities.
• Ability to drive small projects independently and collaborate across functions.
• Disciplined organization and project management skills.
• Entrepreneurial mindset with ownership and execution focus.
• Proficiency in English; German is an advantage.

Responsibilities

• Drive the development and implementation of the Group's long-term strategic direction.
• Lead high-visibility, Group-level strategic initiatives with analysis and recommendations.
• Conduct market, competitor, and internal analyses to inform strategy.
• Design and deliver strategic initiatives from concept to implementation.
• Support the strategic cycle with offsites and results presentations.
• Collaborate with Front, Finance, COO, Communications to drive cross-unit projects.

Skills

Excellent communication

Problem solving

Strategic thinking

Project management

Organization discipline

Entrepreneurial mindset

Team collaboration

English proficiency

Education

Top-tier university education

Finance or corporate strategy focus

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.

As part of the Group Strategy Team, you will support the Group CEO and Executive Board in strategic matters and play a key role in shaping the company's future. Our teams responsibilities include defining the Group Strategy, managing the strategic cycle, and supporting the Group CEO and Executive Board on strategic projects.

We integrate corporate strategy and business development into one cohesive team, focusing on strong execution. With a unique blend of holistic strategic thinking, company and Front expertise, and a pragmatic drive to shape business transformation, we turn strategic aspirations into tangible achievements.

Join our team and work in a dynamic and collaborative environment at the core of the Group’s decision-making. Help us turn strategy into action and achieve great things.

YOUR CHALLENGE

In this role, you will contribute to shaping the strategic direction of Julius Baer and driving business development across the Group. Working closely with senior stakeholders, you will help translate strategic ambition into clear priorities, actionable plans, and measurable outcomes.

You will:

• Drive the development and implementation of the Group's long-term strategic direction, aligning strategic programmes across the organisation
• Lead and contribute to high-visibility, Group-level strategic initiatives, providing analysis and recommendations to inform strategic decisions
• Drive strategic intelligence through market, competitor, and internal analyses to inform decision-making and shape the corporate strategy process
• Design and deliver strategic initiatives and projects from concept to implementation
• Support the strategic cycle, including preparing for strategy offsites, full-year, and half-year results presentations
• Collaborate with internal teams, including the Front, Finance, COO, Communications, to drive cross-unit projects and initiatives forward and ensure strong delivery and alignment
• Develop high-quality strategic content for senior management and the CEO, including presentations, reports, and other key materials

YOUR PROFILE

Key qualifications:

• A top tier University education, preferably focused on corporate strategy, finance or structured problem solving
• 3–6 years of experience at a leading strategy consultancy or an in-house strategy or corporate development function, ideally in financial services

Essential skills:

• Excellent communication skills – both written and verbal – with the ability to simplify complexity for senior audiences
• Strong problem-solving capabilities and strategic thinking
• Ability to drive smaller projects independently and collaborate effectively across functions
• Disciplined organization and topic/ project management skills

Personal characteristics:

• Entrepreneurial mindset with a high level of ownership, initiative, discipline, self-motivation and execution focus
• Proven ability to work with others and generate impact in a team environment
• Proficiency in English required; German is an advantage