Julius Baer
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJunior
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Zürich
VollzeitVor OrtJunior
Nejo KI-Zusammenfassung
Advising wealth management clients on Swiss civil law matters, coordinating with external legal experts. 1-3 years private client services experience with solid Swiss civil law knowledge required. 18-month development journey, rotational assignments, dedicated mentorship.
Anforderungen
- 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 client-focused personality
- Entrepreneurial thinking and 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
Aufgaben
- Advise clients on civil law matters under Swiss law
- Support senior wealth planners with legal assessments
- Prepare client documentation
- Collaborate with specialists to deliver client solutions
- Coordinate with external experts like lawyers and notaries
- Assess legal and wealth planning solutions for clients
- Implement solutions for cross-border situations involving Switzerland
- Contribute to internal Wealth Planning projects
- Draft training documents and presentations
Berufserfahrung
- 1 - 3 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – fließend
- Englisch – verhandlungssicher
Tools & Technologien
- MS Office (Word, Excel, PowerPoint)
Benefits
Mentoring & Coaching
- 18-month development journey
- Mentorship
Abwechslungsreiche Aufgaben
- Rotational assignment
Weiterbildungsangebote
- Intensive training
Sinnstiftende Arbeit
- Project and task responsibilities
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Junior Wealth Planner Taxation Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Junior Wealth Planner Taxation Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Zürich
VollzeitVor OrtJunior
Nejo KI-Zusammenfassung
Advising wealth management clients on Swiss civil law matters, coordinating with external legal experts. 1-3 years private client services experience with solid Swiss civil law knowledge required. 18-month development journey, rotational assignments, dedicated mentorship.
Anforderungen
- 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 client-focused personality
- Entrepreneurial thinking and 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
Aufgaben
- Advise clients on civil law matters under Swiss law
- Support senior wealth planners with legal assessments
- Prepare client documentation
- Collaborate with specialists to deliver client solutions
- Coordinate with external experts like lawyers and notaries
- Assess legal and wealth planning solutions for clients
- Implement solutions for cross-border situations involving Switzerland
- Contribute to internal Wealth Planning projects
- Draft training documents and presentations
Berufserfahrung
- 1 - 3 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Deutsch – fließend
- Englisch – verhandlungssicher
Tools & Technologien
- MS Office (Word, Excel, PowerPoint)
Benefits
Mentoring & Coaching
- 18-month development journey
- Mentorship
Abwechslungsreiche Aufgaben
- Rotational assignment
Weiterbildungsangebote
- Intensive training
Sinnstiftende Arbeit
- Project and task responsibilities
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
CH10 - BJB Bank Julius Baer & Co. Ltd.
Branche
FinancialServices
Beschreibung
The company is focused on wealth management, providing personalized financial services and solutions to clients.
Noch nicht perfekt?
- Julius Baer
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Junior Wealth Planner Taxation Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Junior Wealth Planner Taxation Switzerland(m/w/x)
Vollzeitnur vor OrtJuniorZürich