Junior Financial Planner (m|f|x) Zurich

At Julius Baer, we celebrate and value the unique qualities you bring, enabling you to make an impact, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

As a Junior Group Financial Planner, you will be part of a dynamic team driving financial forecasting and planning processes for the Julius Baer Group. This is a key role for the overall management of the Group and for supporting the achievement of its objectives. You will serve as a central center of expertise for planning-related topics and Group-level analytics and will have the opportunity to actively contribute to Group-wide strategic financial initiatives. 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-tasking environment. The role is part of the Group Budgeting & Planning team within the Finance organization and offers significant exposure to both senior management and business stakeholders. You will join a team of highly committed, experienced professionals who foster a collaborative and inclusive work environment.

Tasks

• Support and drive the mandate of the Group Budgeting & Planning team, which is responsible for all group-wide financial planning, forecasting, and scenario development activities
• Conduct regular financial analysis and select in-depth analyses to explain and forecast financial performance at the JB Group and Region/Business Unit levels
• Advance integrated financial planning capabilities and methodologies across Profit & Loss, Balance Sheet, and Capital dimensions to ensure process efficiency and forecast accuracy, using appropriate tools and a high level of automation
• Prepare presentations for senior management with clear and concise messaging and a focus on providing the broader picture
• Engage with relevant stakeholders across Group functions, Regions, and Business Units to coordinate forecasting and planning processes from an end-to-end perspective
• Maintain documentation of key processes and models

Profile / Your qualification / Your personality

• Strong academic record: University degree in Business Administration, Finance, Economics, or equivalent, preferably at the master’s level
• Post-graduate qualifications (e.g., CFA, FRM, CIIA) are a plus
• 2+ years of relevant experience in (investment) banking, valuation, consulting (Top 3 / Big 4), or corporate strategic/financial planning roles, ideally with a focus on the financial services industry
• Understanding of integrated financial modeling across the Profit & Loss, Balance Sheet, and Capital dimensions of financial services companies
• Deep understanding of financial processes
• Strategic mindset and strong stakeholder engagement skills
• Strong analytical and quantitative skills, including advanced Excel and PowerPoint proficiency at the operational level. Experience with SAP and the planning application “Board” is a plus
• Hands-on, solution- and growth-oriented mindset, willing to go the extra mile
• Business-fluent in English; German is considered an asset

Contact

Joachim Dachauer

Human Resources Manager

Location

Bahnhofstrasse 36, CH-8010 Zurich