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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.
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
- English – Business Fluent
- German – Business 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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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.
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
- English – Business Fluent
- German – Business 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
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
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