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.
Join our CFO office - a dynamic team working directly with our group CFO, tackling key operational and strategic topics within Finance. As a Business Manager, you will drive key initiatives, deliver impactful analysis for senior leadership, and optimize processes for greater efficiency. If you thrive in a fast-paced environment and excel at turning complexity into clarity, this role is for you. The role includes a range of high profile tasks, including preparing key reports and presentations, coordinating events, governing business-specific processes, as well as owning financial planning, cost control and reporting for the business unit, ensuring an efficient use of resources.
YOUR CHALLENGE
As a Strategic Finance Manager you will:

• Lead and contribute to strategic initiatives within the CFO Office, including cross-bank programs and ad hoc projects that drive business growth and operational excellence
• Prepare high-quality analysis and presentation materials for the Board of Directors, Executive Committee and senior management, ensuring clarity and actionable insights
• Perform financial and business analysis to identify trends, assess risks and deliver data-driven recommendations that support strategic decision-making
• Drive continuous process improvements by enhancing reporting, developing dashboards and simplifying workflows to increase efficiency and transparency
• Collaborate across functions and manage stakeholders to align priorities, facilitate discussions and ensure timely delivery of key initiatives
• Communicate complex topics in a clear and concise manner, creating compelling narratives and presentations that influence senior stakeholders

YOUR PROFILE

• Degree in Finance, Economics, Business Administration, Engineering, or related field
• At least 2 years of experience in financial services, strategic consulting, or relevant business management role
• Analytical & Problem-Solving Skills: Strong ability to break down complex problems, perform financial and business analysis and develop actionable, data-driven solutions
• Project & Stakeholder Management: Proven track record in managing multiple workstreams, prioritizing tasks under pressure and engaging effectively with senior stakeholders
• Communication & Presentation Excellence: Exceptional verbal and written communication skills, including the ability to simplify complex topics and create compelling presentations for top management
• Technical Proficiency: Advanced user of MS Office (Excel, PowerPoint); ability to visualize data and craft clear narratives
• Personal Attributes: Structured, detail-oriented, proactive and adaptable, with a dynamic mindset
• Proficiency in English is required; German is desirable, any other language is a plus

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