Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJunior
Zürich
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JUJulius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
Advising private bank clients on Swiss civil law for succession planning, supporting senior planners with legal assessments. Solid knowledge of Swiss civil law essential. Structured 18-month development journey, rotational assignments, personal mentorship.
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
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
Work Experience
- 1 - 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- MS Office
- Word
- Excel
- PowerPoint
Benefits
Learning & Development
- Structured 18-month development journey
- Intensive training
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?
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JUJulius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
Advising private bank clients on Swiss civil law for succession planning, supporting senior planners with legal assessments. Solid knowledge of Swiss civil law essential. Structured 18-month development journey, rotational assignments, personal mentorship.
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
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
Work Experience
- 1 - 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- MS Office
- Word
- Excel
- PowerPoint
Benefits
Learning & Development
- Structured 18-month development journey
- Intensive training
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.
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?
- Julius Baer
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Full-timeOn-siteJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Junior Wealth Planner Taxation Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
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Full-timeOn-siteJuniorZürich