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
Stakeholder coordination and administrative support for financial advisory, preparing tailored client meeting decks. 2-3 years relevant experience in financial services, plus a Banking/Business degree, required. Work in a forward-thinking environment shaping the future of financial advisory.
Requirements
- Degree in Banking, Business, or related
- 2-3 years experience in relevant areas
- Strong organizational skills and detail orientation
- Proactive and self-motivated entrepreneurial spirit
- Strong analytical and conceptual thinking abilities
- Excellent interpersonal and communication skills
- Service-oriented mindset and client support dedication
- Systematic, precise, and resilient working style
- Proficiency in Excel, PowerPoint, and Office
- Independent work and cross-functional collaboration
- 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 and wealth planning issues
- Administer complex client profiles and updates
- Compile data and generate comprehensive reports
- Support wealth planners during client and prospect meetings
- Contribute to the overall case management process
Work Experience
- 2 - 3 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- Portuguese – Basic
- Spanish – Basic
Tools & Technologies
- Microsoft Excel
- Microsoft PowerPoint
- MS Office tools
Benefits
Diverse Work
- Hands-on experience
Learning & Development
- Continuous learning
- Business acumen development
Career Advancement
- Professional networking
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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GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
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GPS Associate: 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
Stakeholder coordination and administrative support for financial advisory, preparing tailored client meeting decks. 2-3 years relevant experience in financial services, plus a Banking/Business degree, required. Work in a forward-thinking environment shaping the future of financial advisory.
Requirements
- Degree in Banking, Business, or related
- 2-3 years experience in relevant areas
- Strong organizational skills and detail orientation
- Proactive and self-motivated entrepreneurial spirit
- Strong analytical and conceptual thinking abilities
- Excellent interpersonal and communication skills
- Service-oriented mindset and client support dedication
- Systematic, precise, and resilient working style
- Proficiency in Excel, PowerPoint, and Office
- Independent work and cross-functional collaboration
- 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 and wealth planning issues
- Administer complex client profiles and updates
- Compile data and generate comprehensive reports
- Support wealth planners during client and prospect meetings
- Contribute to the overall case management process
Work Experience
- 2 - 3 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- Portuguese – Basic
- Spanish – Basic
Tools & Technologies
- Microsoft Excel
- Microsoft PowerPoint
- MS Office tools
Benefits
Diverse Work
- Hands-on experience
Learning & Development
- Continuous learning
- Business acumen development
Career Advancement
- Professional networking
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
Das Unternehmen gestaltet die Zukunft des Wealth Managements und setzt auf individuelle Stärken.
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 - Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich