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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.
Job Description
The Strategic Planning Officer will be part of the Strategy & Corporate Development Team in Lugano and will 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.
Skills Required
- Professional experience in Financial Services Industry
- Data modelling and analysis experience
- Power user of MS-Excel and MS-PowerPoint
- Knowledge of Excel Macros, VBA, Python, Power BI
- Fluent in English and Italian
EFG International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EFG International and has not been reviewed or approved by EFG International.
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Fair & Transparent Compensation — Pay is sometimes characterized as fair for the role, suggesting baseline alignment between responsibilities and fixed remuneration. Annual salary reviews benchmarked to performance and market data further reinforce a structured approach to setting pay.
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Healthcare Strength — Benefits such as health insurance are described as good and comparable to typical market offerings. This consistency in core coverage appears to be a stabilizing part of the overall package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle offerings include items like free flu vaccines, free gym classes, and hybrid working arrangements. These add non-cash value that can improve the perceived total rewards experience.
EFG International Insights
What We Do
EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich. Its registered shares (EFGN) are listed on the SIX Swiss Exchange. As a leading Swiss private bank, EFG International has a presence in major financial centres and growth markets, operating in around 40 locations worldwide, with a network spanning Europe, Asia Pacific, the Americas and the Middle East. As one of the best-capitalised Swiss private banks, EFG International is a financial partner that offers the security and solidity needed to provide clients with effective support. An entrepreneurial spirit has shaped the bank since its inception, enabling it to develop hands-on solutions and to build long-lasting client relationships. In other words: Entrepreneurial thinking. Private banking.
