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 part of the CFO unit, you will join the Group Performance Management team, which plays a key role in the integrated financial steering of the bank. We drive the overall financial planning process as well as the definition of group-wide financial steering and governance concepts. We connect stakeholders within as well as outside Finance functions and promote cross-functional collaboration for strategic finance topics. You will join a team of highly committed experienced professionals that foster a collaborative and mutually inclusive working environment. The role requires strong operational involvement in day-to-day business as well as a strategic mindset to succeed in a fast-paced and multi-task environment.YOUR CHALLENGE
During the internship, you will:
Gain broad exposure in Finance organization and operating model of a private bank (front to back)
Support development and maintenance of integrated planning models across Profit & Loss, Balance Sheet and Capital dimensions
Support with simulations and scenarios for our capital market story and regular planning operations
Get deep insights into financial steering frameworks and incentivization structures
Contribute to strategic and organizational initiatives and projects
Drive enhanced finance analytics to help steer executive decisions
Create frequent presentations to senior management
Engage with relevant stakeholders at Group and Regional / Business Unit level to drive steering frameworks and planning topics
YOUR PROFILE
Your Profile:
Strong academic record and Bachelor's degree from a university or university of applied sciences with above-average grades ideally in finance, economics or business administration
Initial practical experience in the financial services industry and expertise in banking and financial products is a plus
Passion for wealth management and a desire to create value beyond wealth
A global mindset, excellent interpersonal skills, and a strong appetite for learning
Independent, resilient and team-oriented personality
Strong analytical and quantitative modelling skills
Excellent Excel and PowerPoint skills
Fluency in English, German and other languages is a plus
Eligibility to work in Switzerland, work location is Zurich
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.
