Asset & Liability Manager - Finance Treasury and Credit ; f​/m​/d

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 safeguarding the bank’s financial integrity by strategically managing assets and liabilities and ensuring the bank's financial health through proactive risk management and strategic financial planning.

• Provide expert analysis and insights on Treasury topics, such as net interest income development, FX impacts, balance sheet dynamics, and credit-related topics to senior management and other key stakeholders
• Lead performance measurement, forecasting, and budgeting activities for the Group Treasury sub-division
• Serve as subject matter expert for initiatives relating to the Treasury P&L and Treasury bond portfolio and investments
• Design and develop analytical tools, reporting frameworks, and dashboards to support decision-making in Treasury relevant areas
• Drive data model development initiatives to enhance Treasury and Credit analytics, including the automation and optimisation of reporting processes
• Ensure end-to-end execution of credit risk reporting, including the production, quality assurance, and dissemination of insights to First- and Second-Line stakeholders, in compliance with regulatory and internal governance requirements
• Lead or support strategic projects and work streams across Treasury and Credit, ensuring timely delivery and stakeholder alignment
• Collaborate with cross-functional teams to optimize financial structures, processes, and analytical capabilities, contributing to enhanced financial resilience and strategic growth
• Contribute to a culture of high performance, continuous improvement and knowledge sharing within the team

• Relevant advanced degree in Finance, Economics, or related field; additional professional certifications such as CFA or CPA are desirable
• Minimum of 4+ years of professional experience in treasury, credit, or a related financial role
• Strong analytical skills with a proven ability to analyse and interpret complex financial data and economic conditions
• Solid understanding of treasury and balance sheet management, counter party risk, and credit risk management principles
• Proficient in the use of financial software and MS Office, particularly Excel
• Experienced in automating, standardizing, and optimizing financial processes and analytical workflows, leveraging digital tools and data-driven approaches to improve efficiency and transparency
• Ability to work effectively under pressure, managing multiple priorities with keen attention to detail
• Able to prepare and present information in a clear, audience-specific manner; experience with creating intuitive dashboards and proficiency in Tableau considered an advantage
• Excellent communication skills and the ability to effectively manage and build trusted relationships with key stakeholders

• Flexible working options
• A wide array of benefits
• Extensive career development programmes

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.

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