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JUJulius Baer

University Graduate – Group Performance Manager(m/w/x)

Zürich
Full-timeOn-siteExperienced

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.

Requirements

  • 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

Tasks

  • 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

Work Experience

  • approx. 1 - 4 years

Education

  • Master's degree

Languages

  • EnglishBusiness Fluent
  • GermanBusiness Fluent

Tools & Technologies

  • Excel
  • PowerPoint

Benefits

Career Advancement

  • Tailored career path
  • Strong professional network

Informal Culture

  • Global perspective
  • International experience

Mentorship & Coaching

  • Community and mentorship

Purpose-Driven Work

  • Impactful work
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