Finance Business Partner, Europe & Middle East

About the role

Schroders, a global investment manager active in asset management, wealth management and investment solutions, is looking for a Finance Business Partner for its Wealth Management division in Zurich. The role sits in the Finance Business Partnering team, which supports senior stakeholders with planning, strategic decision-making and performance evaluation, and combines FP&A (performance and planning) with business partnering. It acts as a trusted advisor in a regulated Swiss private banking environment.

Key responsibilities

• Act as a trusted finance advisor to senior Wealth Management and Bank stakeholders, supporting decisions on investment cases, pricing, cost optimisation and strategic initiatives within the Bank's governance, risk and regulatory framework.
• Lead performance discussions on assets under management, net new business, revenues, margins, costs and profitability, interpreting management information and challenging performance against targets.
• Partner with stakeholders on budgets, forecasts and medium-term plans, and provide forward-looking analysis and scenario modelling.
• Support strategic initiatives and transformation programmes, and deliver ad hoc analysis on cost-to-serve, client and segment profitability, resource allocation and capital consumption.
• Challenge performance, profitability and cost discipline, and work with Finance, Risk, Compliance and other functions to keep data quality and financial integrity high.

Required profile

• Qualified (ACCA, CIMA, ACA, Swiss CPA or equivalent) with strong post-qualification experience in FP&A or commercial finance.
• Proven experience in business partnering and influencing senior stakeholders.
• Experience in financial analysis, planning and performance management.
• Private banking, wealth management or financial services experience, ideally in a FINMA-regulated environment, is advantageous.

Required skills

• Advanced Excel.
• Power BI, SQL and T24 or comparable banking data environments are advantageous.
• Strong analytical and communication skills, with stakeholder management.