New Job?Nejo!

The AI Job Search Engine

JU
Julius Baer
6d ago

GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)

Zürich
Full-timeOn-siteJunior

Description

In this 18-month development journey, you will master Swiss wealth planning by supporting senior experts, collaborating with legal specialists, and delivering tailored solutions for clients.

Let AI find the perfect jobs for you!

Upload your CV and Nejo AI will find matching job offers for you.

Requirements

  • •Bachelor’s or Master’s degree in Law
  • •1–3 years private client services experience
  • •Solid knowledge of Swiss civil law
  • •Excellent communication and client-focused personality
  • •Entrepreneurial thinking and responsibility
  • •Professional and well-considered demeanour
  • •Technical judgement and analytical capabilities
  • •Team-orientation and open mindset
  • •Native German and Business English
  • •Advanced proficiency in MS Office
  • •Capacity to work and travel

Education

Bachelor's degree
OR
Master's degree

Work Experience

1 - 3 years

Tasks

  • •Advise bank clients on Swiss civil law matters
  • •Support senior planners with legal assessments
  • •Prepare detailed client documentation
  • •Collaborate with internal specialists on client solutions
  • •Coordinate with external lawyers and notaries
  • •Implement legal and wealth planning solutions
  • •Manage cross-border wealth planning cases
  • •Contribute to internal Wealth Planning projects
  • •Draft training documents and presentations

Tools & Technologies

MS OfficeWordExcelPowerPoint

Languages

German – Native

English – Business Fluent

Benefits

Learning & Development

  • •Structured 18-month development journey
  • •Intensive training
  • •Continuous learning

Diverse Work

  • •Rotational assignment

Mentorship & Coaching

  • •Mentorship

Purpose-Driven Work

  • •Project and task responsibilities
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.
Not a perfect match?
100+ Similar Jobs in Zürich
  • Julius Baer

    GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)

    Full-timeOn-siteJunior
    Zürich
  • CH10 - BJB Bank Julius Baer & Co. Ltd.

    GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)

    Full-timeOn-siteJunior
    Zürich
  • Julius Baer

    GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)

    Full-timeOn-siteJunior
    Zürich
  • CH10 - BJB Bank Julius Baer & Co. Ltd.

    GPS Associate Programme: Junior Wealth Planner Taxation Switzerland(m/w/x)

    Full-timeOn-siteJunior
    Zürich
  • CH10 - BJB Bank Julius Baer & Co. Ltd.

    GPS Associate Programme: Junior Wealth Planner Taxation Switzerland(m/w/x)

    Full-timeOn-siteJunior
    Zürich
100+ View all similar jobs
Apply now