Job Description

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.


The Finance & Operations Manager plays a key role within Julius Baer Real Estate Ltd. (JBRE) by overseeing the company's accounting and financial operations, as well as ensuring that day-to-day activities--from billing and invoicing to IT support and workplace setup--run smoothly.

YOUR CHALLENGE

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Finance & Accounting

Lead and fully own financial and operational topics within JBRE, serving as the primary accountable person for all related activities Perform regular and monthly accounting tasks ("run the bank") in accordance with established timelines, including accruals, accounts receivable and payable, intercompany settlements, and general ledger maintenance Contribute to the preparation of monthly financial reports, delivering insightful commentary on performance trends, material variances versus budget/forecast, and key business drivers Support the annual budgeting process and ongoing financial forecasting (covering both revenue and cost perspectives), ensuring assumptions reflect current market conditions and business developments Collaborate proactively with central Julius Baer departments--particularly Accounting, Tax, and Controlling--to prepare and finalise JBRE's financial statements and annual reports Facilitate external audits and internal reviews by coordinating documentation requests, liaising with auditors, and ensuring compliance with regulatory and group-wide requirements

IT & Operations

Act as the central point of contact for JBRE's external IT service provider, overseeing the operation, security, and evolution of the local IT landscape and digital tools Guarantee smooth daily operations by managing access rights, system availability, hardware provision, and troubleshooting in coordination with the IT partner Oversee employee onboarding and offboarding processes, including workstation setup, issuance of devices, creation/deactivation of user accounts, and return of company assets Proactively identify inefficiencies or risks in current processes and systems; initiate and drive targeted improvements to enhance productivity, usability, and control across departments Coordinate office-related logistics and administrative support where necessary, contributing to a stable and effective working environment

YOUR PROFILE

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A minimum of 3 years of professional experience in a finance, accounting, or integrated finance-operations role; experience within the Swiss banking, real estate, or financial services industry is highly advantageous Holdership of a Swiss Federal Diploma with a focus on finance and accounting, or an equivalent qualification such as a Bachelor's degree in Business, Finance, or Accounting Sound understanding of Swiss legal and financial regulations, including the Swiss Code of Obligations (OR), Swiss GAAP FER, and basic principles of IFRS Proficient in using financial and enterprise resource planning (ERP) systems, with demonstrated experience in SAP considered a strong asset Prior exposure to project-based work, consultancy environments, or change initiatives is desirable but not mandatory Characterised by an independent, accurate, and methodical working style, with a consistent emphasis on quality and timeliness Possesses a practical, hands-on mentality combined with strong attention to detail and organisational discipline Excellent presentation and communication skills, with advanced proficiency in MS Office, particularly Excel (modelling, dashboards, data analysis) and PowerPoint (executive reporting) Equally effective when working autonomously or collaboratively within cross-functional teams Fluency in German (spoken and written) is required; a solid command of English is essential for interaction with group entities and documentation purposes
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