Finance & Operations Manager - Julius Baer Real Estate 50% - 60% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

07 Jan, 26

Salary

0.0

Posted On

09 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Finance, Accounting, Financial Operations, Budgeting, Forecasting, SAP, IT Management, Communication, Presentation, German Language, English Language, Organizational Discipline, Attention to Detail, Problem Solving, Team Collaboration, Regulatory Compliance

Industry

Banking

Description

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. The Finance & Operations Manager plays a key role within Julius Baer Real Estate Ltd. (JBRE) by overseeing the company’s accounting and financial operations, as well as ensuring that day-to-day activities—from billing and invoicing to IT support and workplace setup—run smoothly. YOUR CHALLENGE Finance & Accounting Lead and fully own financial and operational topics within JBRE, serving as the primary accountable person for all related activities Perform regular and monthly accounting tasks ("run the bank") in accordance with established timelines, including accruals, accounts receivable and payable, intercompany settlements, and general ledger maintenance Contribute to the preparation of monthly financial reports, delivering insightful commentary on performance trends, material variances versus budget/forecast, and key business drivers Support the annual budgeting process and ongoing financial forecasting (covering both revenue and cost perspectives), ensuring assumptions reflect current market conditions and business developments Collaborate proactively with central Julius Baer departments—particularly Accounting, Tax, and Controlling—to prepare and finalise JBRE’s financial statements and annual reports Facilitate external audits and internal reviews by coordinating documentation requests, liaising with auditors, and ensuring compliance with regulatory and group-wide requirements IT & Operations Act as the central point of contact for JBRE’s external IT service provider, overseeing the operation, security, and evolution of the local IT landscape and digital tools Guarantee smooth daily operations by managing access rights, system availability, hardware provision, and troubleshooting in coordination with the IT partner Oversee employee onboarding and offboarding processes, including workstation setup, issuance of devices, creation/deactivation of user accounts, and return of company assets Proactively identify inefficiencies or risks in current processes and systems; initiate and drive targeted improvements to enhance productivity, usability, and control across departments Coordinate office-related logistics and administrative support where necessary, contributing to a stable and effective working environment YOUR PROFILE A minimum of 3 years of professional experience in a finance, accounting, or integrated finance-operations role; experience within the Swiss banking, real estate, or financial services industry is highly advantageous Holdership of a Swiss Federal Diploma with a focus on finance and accounting, or an equivalent qualification such as a Bachelor’s degree in Business, Finance, or Accounting Sound understanding of Swiss legal and financial regulations, including the Swiss Code of Obligations (OR), Swiss GAAP FER, and basic principles of IFRS Proficient in using financial and enterprise resource planning (ERP) systems, with demonstrated experience in SAP considered a strong asset Prior exposure to project-based work, consultancy environments, or change initiatives is desirable but not mandatory Characterised by an independent, accurate, and methodical working style, with a consistent emphasis on quality and timeliness Possesses a practical, hands-on mentality combined with strong attention to detail and organisational discipline Excellent presentation and communication skills, with advanced proficiency in MS Office, particularly Excel (modelling, dashboards, data analysis) and PowerPoint (executive reporting) Equally effective when working autonomously or collaboratively within cross-functional teams Fluency in German (spoken and written) is required; a solid command of English is essential for interaction with group entities and documentation purposes 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.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

The Finance & Operations Manager oversees the accounting and financial operations of Julius Baer Real Estate Ltd., ensuring smooth day-to-day activities. This role includes managing financial reporting, budgeting, and collaborating with central departments for financial statements and audits.