CH10 - BJB Bank Julius Baer & Co. Ltd.
Wealth Planning Advisor(m/w/x)
Full-timeOn-siteExperienced
Genf
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JUJulius Baer
Junior Wealth Planning Advisor(m/w/x)
Genf
Full-timeOn-siteJunior
Nejo AI Summary
Advising private wealth clients on Swiss tax, matrimonial, and inheritance law. Swiss Master's in Law/Economics and 3-5 years private client services experience, ideally Big Four, required. Direct support from senior planners and internal specialists.
Requirements
- Swiss Master's degree in Law or Economics
- Ongoing Tax Expertise or other tax diploma
- 3-5 years professional experience in private client services (consulting firm, law firm, or Swiss notary public office), ideally 2 years in a big four
- Solid knowledge of Swiss civil and tax law
- Excellent communication skills, service-oriented, client-focused personality
- Entrepreneurial thinking and strong sense of responsibility
- Professional, well-considered demeanour
- Sound technical judgement and strong analytical capabilities
- Team orientation and open mindset
- Native French and Business English
- Advanced MS Office proficiency (Word, Excel, PowerPoint)
- Weekly travel and work in Valais/Lausanne
Tasks
- Advise clients on Swiss tax, matrimonial, inheritance, and adult protection law
- Support senior planners with legal and tax assessments
- Prepare client documentation for senior planners
- Collaborate with internal specialists to deliver client solutions
- Coordinate with external experts like lawyers and notaries
- Assess and implement legal, tax, and wealth planning solutions for Swiss and cross-border clients
- Contribute to internal Wealth Planning projects
- Contribute to presentations for clients and relationship managers
- Draft training documents and presentations
Work Experience
- 3 - 5 years
Education
- Vocational certification
Languages
- French – Native
- English – Business Fluent
Tools & Technologies
- Word
- Excel
- PowerPoint
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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JUJulius Baer
Junior Wealth Planning Advisor(m/w/x)
Genf
Full-timeOn-siteJunior
Nejo AI Summary
Advising private wealth clients on Swiss tax, matrimonial, and inheritance law. Swiss Master's in Law/Economics and 3-5 years private client services experience, ideally Big Four, required. Direct support from senior planners and internal specialists.
Requirements
- Swiss Master's degree in Law or Economics
- Ongoing Tax Expertise or other tax diploma
- 3-5 years professional experience in private client services (consulting firm, law firm, or Swiss notary public office), ideally 2 years in a big four
- Solid knowledge of Swiss civil and tax law
- Excellent communication skills, service-oriented, client-focused personality
- Entrepreneurial thinking and strong sense of responsibility
- Professional, well-considered demeanour
- Sound technical judgement and strong analytical capabilities
- Team orientation and open mindset
- Native French and Business English
- Advanced MS Office proficiency (Word, Excel, PowerPoint)
- Weekly travel and work in Valais/Lausanne
Tasks
- Advise clients on Swiss tax, matrimonial, inheritance, and adult protection law
- Support senior planners with legal and tax assessments
- Prepare client documentation for senior planners
- Collaborate with internal specialists to deliver client solutions
- Coordinate with external experts like lawyers and notaries
- Assess and implement legal, tax, and wealth planning solutions for Swiss and cross-border clients
- Contribute to internal Wealth Planning projects
- Contribute to presentations for clients and relationship managers
- Draft training documents and presentations
Work Experience
- 3 - 5 years
Education
- Vocational certification
Languages
- French – Native
- English – Business Fluent
Tools & Technologies
- Word
- Excel
- PowerPoint
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
Julius Baer enables individuals to be impactful, entrepreneurial, empowered, and to create value beyond wealth in wealth management.
Not a perfect match?
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