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JUJuliusbaer logo

Juliusbaer

Zurich, Switzerland

Finance Business Partner – Global Product Solutions and CIO 100% (f/m/d).

LEADERSHIPFINANCE & LEGAL
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. Finance at Julius Baer partners with Julius Baer’s senior management to understand and steer financial performance and risk, providing insights and solutions through quantitative analysis, forecasting and financial planning. The Finance team covering Global Product & Solutions and CIO Office is responsible for the financial oversight of Julius Baer’s trading activities, product offerings and investment management solutions within Julius Baer. YOUR CHALLENGE We are seeking an experienced financial professional to support the enhancement of our internal reporting capabilities and the analysis of data for ad hoc requests. In this role, you will work closely with stakeholders across Finance, Global Product & Solutions (GPS) and the CIO function. The ideal candidate will possess a unique blend of technical, financial, and interpersonal skills, with a strong background in data analysis and financial concepts. The Finance Business Partner – Global Product Solutions and CIO is responsible for: Reviewing and analysing data across multiple sources of financial information Providing insights and context to senior management on business performance and balance sheet and capital-related KPIs Supporting forecasting, budgeting, and planning activities Designing new internal reports and driving the automation and enhancement of existing reports Collaborating closely with stakeholders across Finance, GPS, and CIO functions Incorporating stakeholder feedback to continuously improve reporting, analytics, and decision-support capabilities YOUR PROFILE Above-average university degree (Bachelor's or Master's), or equivalent higher education, preferably in Finance, Economics, Business Administration, or a related field At least 3 years of experience in a similar role, preferably within the banking industry or management consulting Strong interest in financial markets and relevant industry developments Knowledge of investment products and financial instruments Strong analytical mindset combined with intellectual curiosity High attention to detail, accuracy, and analytical rigor Collaborative team player with strong interpersonal skills Experience working with large and complex datasets 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. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.
Pay
Not stated
Where
Zurich, Switzerland
Work
Not stated
Type
Not stated
Posted
2 Nov, 2026
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