Our Company

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. 

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission

Empowering entrepreneurial minds to create value – today and for the future.

We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Role

The role covers a range of responsibilities within the Strategic Planning and Transformation team at the Headquarter of EFG International, based in Switzerland. This role requires a strong background in banking, as well as experience in project management and stakeholder management. More specifically the duties and responsibilities include:

• Partner with business units to ensure the achievement and delivery of strategic targets, aligning initiatives with overall organizational goals
• Responsible for project management of Strategic Planning and Transformation IT-based tools, ensuring the translation of business requirements into solutions that drive efficient and effective delivery across the organization;
• Responsible for the maintenance and development of the CRO model and the calculation of CRO Bonus provisions, working closely with regional and local controllers, managing stakeholder relationships, and facilitating communication with the Remuneration Committee; 
• Support the Asset and Liability Committee in addressing key topics related to Net Interest Income, contributing to informed decision-making and strategic planning;
• Support mergers and acquisitions (M&A) and growth initiatives by providing financial analysis, due diligence, and strategic input to drive successful outcomes.
   
• Special tasks:
  • Supporting the Group-wide cost transformation program as the finance lead on critical group wide initiatives to enhance global efficiency which includes preparation of information and insights on project performance and communicating risks and opportunities to senior management.

Skills and experience

• Bachelor’s degree in finance, accounting or related field;
• Professional certification such as CPA, CA or CFA;
• At least 10 years of experience in a financial institution;
• Excellent written and oral communication skills, and this must include strong PowerPoint, excel and word;
• Strong analytical data skills and experience working with large datasets;
• Strong analytical abilities, and sound judgement based on in-depth experience;
• Capable of analysing an as-is situation, development of a gap analysis, and definition of target state;
• Ability to interact well with all areas of the bank in all Locations, and all levels of seniority;
• Ability to work independently, manage multiple priorities and meet tight deadlines;
• English is a must; ability to speak French, German and/or Italian is considered as a plus
   

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
• Hands-on: Being proactive to rapidly deliver high-quality results
• Passionate: Being committed and striving for excellence
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.

Please ensure to attach a cover letter to your CV when filling the application.