About the role
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 regional CFO team for Emerging Markets (reporting to the Group CFO) provides overall finance management to the region head related to key front topics and requires a broad skillset from both analytical and interpersonal level.YOUR CHALLENGE
Act as partner to the business: Project management for product or finance related requests (e.g. loans, subsidies, rates programs, capital/funding analysis, pricing analysis, etc.).
Maintain and improve the monitoring of initiatives with full responsibility for reconciliations
Strategic finance topics: Support monthly financial reporting processes and provide commentary for Senior Management; contribute towards financial planning for the Region and Markets and/or bigger local legal entities; work alongside Corporate Development team on M&A projects
Ad hoc finance deep dives: Analysis for specific senior management requests (e.g. Net New Money, local business transformation plans, strategic finance developments, etc.)
Drive transformation projects for strategic finance topics: Assist financial planning through financial modelling and identify & drive implementation of ongoing enhancements for the purpose of performance steering
YOUR PROFILE
University student (Bachelor or Master level) or recent graduate
Initial practical experience in finance or corporate finance and/or wealth management is a plus
Strong analytical and problem-solving skills and capacity for conceptual thinking
Proactive and with ability to work independently
“Can-do-attitude” coupled with openness to challenges and willingness to learn
Proficient user in MS Office applications, especially Excel and PowerPoint
Strong communication, presentation, and interpersonal skills
Fluency in English is a requirement (spoken and written), German and other languages meritorious
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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Aplyr's read
Julius Baer is a leading Swiss private bank focusing on wealth management for high-net-worth clients, attracting talent in finance, compliance, and technology.
What's promising
- •Strong reputation in private banking enhances client trust and loyalty.
- •Global presence offers diverse career opportunities across regions.
- •Focus on technology and innovation supports modern banking solutions.
What to watch
- •High reliance on high-net-worth clients can increase vulnerability to economic downturns.
- •Regulatory scrutiny in the financial sector may impact operations.
- •Intense competition in private banking could pressure profit margins.
Why Julius Baer
- •Swiss heritage provides a stable and prestigious brand image.
- •Specializes in personalized wealth management for affluent individuals.
- •Emphasis on compliance and risk management ensures robust operational integrity.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Julius Baer
Julius Baer is a Swiss private banking group that specializes in wealth management and private banking services for high-net-worth individuals and families.
