Finance Business Partner Treasury/Credit (m|f|x) Zürich

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.

Responsible for steering the internal financial strategy through robust treasury management, ensuring financial health and sustainability. Lead efforts to optimize capital and risk management, driving efficiency and supporting the broader organizational goals.

Tasks

• Oversee and execute daily treasury operations, ensuring effective liquidity management, funding, and financial risk mitigation
• Develop and implement treasury policies and procedures in alignment with corporate strategies and regulatory requirements
• Analyze financial markets and company data to forecast trends and assess financial risks, supporting strategic financial planning
• Collaborate with internal stakeholders to optimize financial structures and processes, enhancing financial stability and growth
• Prepare detailed financial reporting and analysis for senior management and external stakeholders, facilitating informed decision-making
• Promoting a culture of high performance and continuous improvement through leading by example

Profile / Your qualification / Your personality

• Relevant advanced degree in Finance, Economics, or related field, and professional certifications such as CFA or CPA are preferred
• Strong analytical skills with a proven ability to oversee complex financial data and economic conditions
• Proficient in the use of financial software and MS Office, particularly Excel
• Experienced in automating and optimizing processes and analytical workflows
• Able to prepare and present information in a clear, audience-specific manner
• Experienced in creating intuitive dashboards, with proficiency in Tableau considered an advantage
• Excellent communication skills and the ability to effectively manage relationships with key stakeholders
• Ability to work effectively under pressure, managing multiple priorities with keen attention to detail
• Minimum of 3 years of professional experience in treasury, credit or a related financial role

Contact

Joachim Dachauer

Human Resources Manager

Location

Bahnhofstrasse 36, CH-8010 Zürich