About this role
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.
Join the GPS Associate Programme, a structured 18 months development journey designed for ambitious early-career professionals aiming to build a career in private banking.As part of the Wealth Planning team in Zurich, you will embark on a dynamic 18 months program combining a rotational assignment, intensive training, mentorship and project and task responsibilities.
Through hands-on experience and continuous learning, you will develop the skills, network, and business acumen necessary to transition into a permanent role as Junior Wealth Planner Succession Switzerland within GPS upon successful completion.
YOUR CHALLENGE
Advising and supporting bank clients on civil law matters under Swiss law (in particular matrimonial property law, inheritance law, and adult protection law)
Supporting senior wealth planners in legal assessments and the preparation of client documentation
Collaborating with other specialists within the bank to deliver comprehensive client solutions (e.g., working with international colleagues from the Wealth Planning team)
Coordinating and cooperating with a range of external experts (lawyers, notaries, and other specialists)
Assessing and implementing appropriate legal and wealth planning solutions for clients residing in Switzerland or in cross-border situations involving Switzerland
Contributing to internal Wealth Planning projects
Drafting training documents and presentations
YOUR PROFILE
Bachelor’s or Master’s degree in Law
1 to 3 years of professional experience in private client services, ideally gained at a consulting firm, a renowned law firm, or a Swiss notary public office
Solid knowledge of Swiss civil law
Excellent communication skills and a service-oriented, client-focused personality
Entrepreneurial thinking and a strong sense of responsibility
Professional and well-considered demeanour
Sound technical judgement and strong analytical capabilities
Team-oriented individual with an open mindset
Native German and Business English
Advanced proficiency in MS Office (Word, Excel, PowerPoint)
Capacity to work and travel within Switzerland
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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Other facts
About Julius Baer
Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.
What you'll do
- Advising and supporting bank clients on civil law matters under Swiss law, particularly in areas like matrimonial property law and inheritance law. Collaborating with specialists and external experts to deliver comprehensive client solutions and contributing to internal Wealth Planning projects.
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