Financial Analyst, Performance- & Initiative Manager 80 - 100% (f/m/d) — Julius Baer
- Location
- Zurich
- Contract
- other
- Posted
- —
Role overview
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.
- 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.
- Strong academic record: University degree in Finance, Accounting, Economics or comparable field of study with above-average grades
- At least 2-3 years of experience in a comparable finance or related function within banking / financial industry or in management consulting with focus on banking
Key requirements
- Strong academic record: University degree in Finance, Accounting, Economics or comparable field of study with above-average grades
- At least 2-3 years of experience in a comparable finance or related function within banking / financial industry or in management consulting with focus on banking
- Good knowledge and understanding of the Private Banking business and global financial markets
- Excellent slide writing skills with ability to prepare ‘target audience specific’ communication
- Advanced Excel and data handling skills paired with affinity to derive in-depth quantitative analyses
Application process
- Further knowledge of data analytics & visualization applications (e.g. Tableau) are an advantage
- Strong communication and interpersonal skills to collaborate with multiple senior stakeholders
- Strong analytical, conceptual skills, fast thinker and outstanding team player
- Capital / balance sheet management knowledge (incl. implications of interest rate development) is a plus
- We are looking forward to receiving your full job application through our online application tool.
- Further interesting job opportunities can be found on our Career site.
- Is this not quite what you are looking for?
- Set up a job alert by creating a candidate account here.
Company and context
- 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
- Fluent in German & English (spoken and written), other languages are an advantage
Additional details
- 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
- Further knowledge of data analytics & visualization applications (e.g. Tableau) are an advantage
Notes and original content
- YOUR CHALLENGE
- YOUR PROFILE
- Further knowledge of data analytics & visualization applications (e.g.
- Tableau) are an advantage
Questions about this listing
What salary does Julius Baer offer for this role?
Julius Baer lists CHF 101'500 - 154'000 gross per year for this position in Zurich. 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 Julius Baer 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 Julius Baer during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Julius Baer?
Use the "Apply now" button on this page — it links directly to Julius Baer's original listing at juliusbaer.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
