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Business Manager – CFO / Finance 100% (f/m/d)

Julius BaerJulius Baer·Financial Services

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2 days

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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.

As a Business Manager as part of the CFO office, you will be part of a dynamic team working directly with our group CFO, tackling key operational and strategic topics within Finance. You will drive key initiatives, deliver impactful analysis for senior leadership, and optimize processes for greater efficiency. 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 efficient use of resources.

YOUR CHALLENGE

Business Management

  • Local representation: Act as the local representative of the global CFO Office and serve as the primary liaison between the Global CFO Office, the Singapore and Hong Kong teams and other international finance hubs, ensuring smooth collaboration, knowledge transfer, and aligned execution of priorities

  • CFO Office Support: Coordinate and/or contribute to daily business activities as well as ad-hoc tasks

  • CFO Asia support: Provide support to the Regional CFO Asia, facilitate communication, issue resolution, and escalation paths between regions, ensuring transparency and timely decision-making

  • Monthly Controlling Process: Conduct variance analysis (vs. forecast/budget) for FTE, GE, and PE metrics. Provide clear insights and drive corrective actions when required.

  • HR-Finance Interface: Oversee overtime monitoring, holiday consumption, and other HR-related financial topics in close alignment with Human Resources

  • Risk & Control Frameworks: Contribute to the maintenance of robust internal controls, including policy adherence, system access management, and process documentation.

  • Audit Issues tracking: Track and ensure transparency and resolution of outstanding issues.

  • Stakeholder Management: Build strong cross-functional relationships and collaborate effectively across Finance, Risk, IT, Operations, and business units

Regulatory Responsibilities &/or Risk Management

Demonstration of appropriate values and behaviours including but not limited to:

  • standards on honesty and integrity,

  • due care and diligence,

  • fair dealing (treating customers fairly),

  • management of conflicts of interest,

  • competence and continuous development,

  • adequate risk management,

  • compliance with applicable laws and regulations

YOUR PROFILE

Personal and Social

  • Structured, detail-oriented, proactive, and adaptable with a dynamic mindset

  • Exceptional verbal and written communication skills, including the ability to simplify complex topics and create compelling presentations for top management

Professional and Technical

  • Degree in Finance, Economics, Business Administration, Engineering, or a related field

  • 5 - 7 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

  • Technical Proficiency: Advanced user of MS Office (Excel, PowerPoint); ability to visualize data and craft clear narratives

  • Proficiency in English required, German is a desirable any other language is a plus

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.

Synthesized from recent postings & public sources

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?

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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.

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