Strategic Planning Officer — EFG International AG
- Location
- Lugano
- Contract
- permanent
- Posted
- 123 days ago
Role overview
Our Company
EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.
EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.
Our Purpose and Mission
Empowering entrepreneurial minds to create value – today and for the future.
We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.
Job Description
The Strategic Planning Officer will be part of the Strategy & Corporate Development Team in Lugano and will contribute to run an integrated planning, reporting and performance review process to facilitate value-driven business decision-making. In his role as a business partner and challenger of business performance he will focus on value-added decision support through granular analysis of performance root causes and by providing insights on value creation levers.
The Strategic Planning Officer will play an active role in the business performance dialogues, support business development and provide value-added decision support using data modelling and forecasting intelligence.
Main responsibilities
- Business analyst and power user of MI data
- Establish and compile presentations to senior management
- Take active role in the business performance dialogues
- Design and maintain data models for analysis and forecasting
- Active collaboration with Planning & Controlling unit during budgeting and forecasting process
- Develop strong relationship with business management and business controllers to build a role as business partner
- Develop recurring benchmarking analysis in collaboration with external advisors
Key collaboration in corporate development projects and strategic initiatives, including M&A transactions
Skills and experience
- Have professional experience in Financial Services Industry, in particular in Corporate Finance activities
- Ability to understand large datasets and experience of data modelling, providing accurate data analysis
- Power user of MS-Excel and MS-PowerPoint; Knowledge of using Excel Macros, VBA, Python, Power BI as a plus
- Quick learner, accurate and efficient
- Proactive attitude and willingness to take on new knowledge and skills
- Ability to work under pressure and adapt to unforeseen work demands
- Good communication skills to communicate effectively with internal stakeholders at all levels
Fluent in English and fluent in Italian
Our Values
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
- Hands-on: Being proactive to rapidly deliver high-quality results
- Passionate: Being committed and striving for excellence
- Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
- Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.
Description
EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.
Empowering entrepreneurial minds to create value – today and for the future.
The Strategic Planning Officer will be part of the Strategy & Corporate Development Team in Lugano and will contribute to run an integrated planning, reporting and performance review process to facilitate value-driven business decision-making. In his role as a business partner and challenger of business performance he will focus on value-added decision support through granular analysis of performance root causes and by providing insights on value creation levers.
Questions about this listing
What salary does EFG International AG offer for this role?
EFG International AG lists CHF 82'500 - 111'500 gross per year for this position in Lugano. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does EFG International AG offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with EFG International AG during the application process, since these details can vary by role even within the same contract category.
Do I need the G permit to apply for this role in Ticino as an Italian cross-border worker?
Yes, if you are resident in Italy within the 20 km border zone. The Swiss employer files the G-permit application at the Ticino cantonal migration office after the contract is signed — first issuance takes 2-6 weeks, then automatic yearly renewal for as long as the employment continues. Weekly return to your Italian home is required to keep the status.
How do I apply for this position at EFG International AG?
Use the "Apply now" button on this page — it links directly to EFG International AG's original listing at fa-eqai-saasfaprod1.fa.ocs.oraclecloud.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
