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

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 140.000 - 200.000; Vollzeit

Zusammenfassung

Julius Baer invites you to join the Group Strategy Team to shape the future of wealth management. You will support the Group CEO and Executive Board, translate ambition into priorities, and drive key strategic projects across the organisation.

You will work closely with senior stakeholders to develop long-term strategic direction, provide rigorous analyses, and deliver high-quality content for executive decision-making.

Qualifikationen

• 3–6 years of experience at a leading strategy consultancy or in-house strategy/corporate development, ideally in financial services.
• 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 across functions.
• Disciplined organization and topic/project management skills.

Aufgaben

• 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

Kenntnisse

Strategy development

Stakeholder management

Communication skills

Project management

Entrepreneurial mindset

Ausbildung

Top-tier University education in corporate strategy/finance

Jobbeschreibung

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

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?

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.