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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.

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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

Diverse Work

  • •Rotational assignment

Mentorship & Coaching

  • •Mentorship

Purpose-Driven Work

  • •Project and task responsibilities
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