Junior Financial Planner

Job description

As a Junior Group Financial Planner, you will be part of a dynamic team that drives the Julius Baer Group’s financial planning and forecasting processes. This role is central to the Group’s overall management and supports the achievement of its goals.

Your tasks

• Support and advance the mandate of the Group Budgeting & Planning team, which is responsible for all group-wide financial planning, forecasting, and scenario development activities
• Conducting regular financial analyses and selecting specific areas for in-depth review to explain and forecast financial performance at the group level and at the regional/business unit level
• Further development of integrated financial planning capabilities and methods across profit and loss, balance sheet, and capital dimensions to ensure process efficiency and forecasting accuracy, using appropriate tools and a high degree of automation
• Preparing presentations for senior management with a clear and concise message and a focus on presenting the big picture
• Collaborate with relevant stakeholders across group functions, regions, and business units to coordinate forecasting and planning processes from an end-to-end perspective
• Maintenance of documentation for key processes and models

Your profile

• Strong academic background: Bachelor’s or Master’s degree in business administration, finance, economics, or a related field
• Postgraduate qualifications (e.g., CFA, FRM, CIMA) are a plus
• 2+ years of relevant experience in (investment) banking, valuation, consulting (Top 3 / Big 4), or treasury / strategic / financial planning, ideally with a focus on the financial services industry
• A pragmatic, solution- and growth-oriented mindset, willing to go the extra mile
• Business-level English proficiency; German proficiency is a plus