Julius Baer
GPS Associate: Wealth Planning Associate(m/w/x)
Full-timeOn-siteExperienced
Zürich
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JUJulius Baer
GPS Associate: Wealth Planning Associate(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Managing logistics and preparing tailored client meeting decks at a wealth management firm. Degree in Banking, Business, Economics, Finance, or Law required. Guaranteed permanent role transition.
Requirements
- Degree in Banking, Business, Economics, Finance, Law
- 2-3 years professional experience (advantageous)
- Strong organizational skills and attention to detail
- Entrepreneurial spirit and proactive initiative
- Strong analytical and conceptual thinking abilities
- Excellent interpersonal, communication, and presentation skills
- Service-oriented mindset and client support dedication
- Systematic, precise, and resilient working style
- Proficiency in Excel, PowerPoint, and MS Office
- Ability to work independently and cross-functionally
- Self-starter with solution-oriented mindset
- Fluency in English, Portuguese, or Spanish
- Eligibility to work in Switzerland
Tasks
- Act as the primary contact for stakeholders
- Manage calendars and organize travel arrangements
- Facilitate meetings and coordinate corporate events
- Screen phone calls, emails, and postal inquiries
- Prepare tailored and engaging client meeting decks
- Research client cases to provide valuable insights
- Maintain and update complex client profiles
- Compile data from multiple sources for reporting
- Support Wealth Planners in client and prospect meetings
- Contribute to the overall case management process
- Ensure accuracy within the client management system
Work Experience
- 2 - 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- Portuguese – Basic
- Spanish – Basic
Tools & Technologies
- Microsoft Excel
- Microsoft PowerPoint
- MS Office
Benefits
Diverse Work
- Hands-on experience
Learning & Development
- Continuous learning
- Business acumen development
Career Advancement
- Professional networking
Job Security
- Permanent role transition
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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Not a perfect match?
- Julius Baer
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GPS Associate Programme: Wealth Planning Europe(m/w/x)
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GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich
JUJulius Baer
GPS Associate: Wealth Planning Associate(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Managing logistics and preparing tailored client meeting decks at a wealth management firm. Degree in Banking, Business, Economics, Finance, or Law required. Guaranteed permanent role transition.
Requirements
- Degree in Banking, Business, Economics, Finance, Law
- 2-3 years professional experience (advantageous)
- Strong organizational skills and attention to detail
- Entrepreneurial spirit and proactive initiative
- Strong analytical and conceptual thinking abilities
- Excellent interpersonal, communication, and presentation skills
- Service-oriented mindset and client support dedication
- Systematic, precise, and resilient working style
- Proficiency in Excel, PowerPoint, and MS Office
- Ability to work independently and cross-functionally
- Self-starter with solution-oriented mindset
- Fluency in English, Portuguese, or Spanish
- Eligibility to work in Switzerland
Tasks
- Act as the primary contact for stakeholders
- Manage calendars and organize travel arrangements
- Facilitate meetings and coordinate corporate events
- Screen phone calls, emails, and postal inquiries
- Prepare tailored and engaging client meeting decks
- Research client cases to provide valuable insights
- Maintain and update complex client profiles
- Compile data from multiple sources for reporting
- Support Wealth Planners in client and prospect meetings
- Contribute to the overall case management process
- Ensure accuracy within the client management system
Work Experience
- 2 - 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- Portuguese – Basic
- Spanish – Basic
Tools & Technologies
- Microsoft Excel
- Microsoft PowerPoint
- MS Office
Benefits
Diverse Work
- Hands-on experience
Learning & Development
- Continuous learning
- Business acumen development
Career Advancement
- Professional networking
Job Security
- Permanent role transition
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
- Julius Baer
GPS Associate: Wealth Planning Associate(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
GPS Associate: Wealth Planning Europe(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
GPS Associate Programme: Wealth Planning Europe(m/w/x)
Full-timeInternshipOn-siteZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich