Job Description

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.

The Strategic Planning Officer will be part of the Strategy & Corporate Development Team in Lugano andwill contribute to run an integrated planning, reporting and performance review process to facilitate value-driven business decision-making. In his role as a business partner and challenger of business performance he will focus on value-added decision support through granular analysis of performance root causes and by providing insights on value creation levers.

The Strategic Planning Officer will play an active role in the business performance dialogues, support business development and provide value-added decision support using data modelling and forecasting intelligence.

Main responsibilities

• Business analyst and power user of MI data
• Establish and compile presentations to senior management
• Take active role in the business performance dialogues
• Design and maintain data models for analysis and forecasting
• Active collaboration with Planning & Controlling unit during budgeting and forecasting process
• Develop strong relationship with business management and business controllers to build a role as business partner
• Develop recurring benchmarking analysis in collaboration with external advisors

• Key collaboration in corporate development projects and strategic initiatives, including M&A transactions

Skills and experience

• Have professional experience in Financial Services Industry, in particular in Corporate Finance activities
• Ability to understand large datasets and experience of data modelling, providing accurate data analysis
• Power user of MS-Excel and MS-PowerPoint; Knowledge of using Excel Macros, VBA, Python, Power BI as a plus
• Quick learner, accurate and efficient
• Proactive attitude and willingness to take on new knowledge and skills
• Ability to work under pressure and adapt to unforeseen work demands
• Good communication skills to communicate effectively with internal stakeholders at all levels

• Fluent in English and fluent in Italian

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.