Dein persönlicher KI-Karriere-Agent
University Graduate – Group Performance Manager(m/w/x)
Developing integrated planning models for private bank operations, managing P&L, Balance Sheet, and Capital dimensions at wealth management firm. Master's degree in finance, economics, or business administration required. Global perspective and international experience offered.
Anforderungen
- Master's degree in finance, economics or business administration
- Initial practical experience in financial services
- Passion for wealth management
- Global mindset and interpersonal skills
- Independent, resilient and team-oriented personality
- Strong analytical and quantitative modelling skills
- Excellent Excel and PowerPoint skills
- Fluency in English and German
- Eligibility to work in application country
Aufgaben
- Explore the finance organization and private bank operating model
- Develop and maintain integrated planning models
- Manage Profit & Loss, Balance Sheet, and Capital dimensions
- Run simulations and scenarios for capital market reporting
- Execute regular planning operations
- Analyze financial steering frameworks and incentivization structures
- Contribute to strategic and organizational initiatives
- Drive finance analytics to support executive decisions
- Create frequent presentations for senior management
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Tools & Technologien
- Excel
- PowerPoint
Benefits
Karriere- und Weiterentwicklung
- Tailored career path
- Strong professional network
Lockere Unternehmenskultur
- Global perspective
- International experience
Mentoring & Coaching
- Community and mentorship
Sinnstiftende Arbeit
- Impactful work
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University Graduate – Group Performance Manager(m/w/x)
Developing integrated planning models for private bank operations, managing P&L, Balance Sheet, and Capital dimensions at wealth management firm. Master's degree in finance, economics, or business administration required. Global perspective and international experience offered.
Anforderungen
- Master's degree in finance, economics or business administration
- Initial practical experience in financial services
- Passion for wealth management
- Global mindset and interpersonal skills
- Independent, resilient and team-oriented personality
- Strong analytical and quantitative modelling skills
- Excellent Excel and PowerPoint skills
- Fluency in English and German
- Eligibility to work in application country
Aufgaben
- Explore the finance organization and private bank operating model
- Develop and maintain integrated planning models
- Manage Profit & Loss, Balance Sheet, and Capital dimensions
- Run simulations and scenarios for capital market reporting
- Execute regular planning operations
- Analyze financial steering frameworks and incentivization structures
- Contribute to strategic and organizational initiatives
- Drive finance analytics to support executive decisions
- Create frequent presentations for senior management
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Tools & Technologien
- Excel
- PowerPoint
Benefits
Karriere- und Weiterentwicklung
- Tailored career path
- Strong professional network
Lockere Unternehmenskultur
- Global perspective
- International experience
Mentoring & Coaching
- Community and mentorship
Sinnstiftende Arbeit
- Impactful work
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Julius Baer
Branche
FinancialServices
Beschreibung
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
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