New Job?Nejo!

The AI Job Search Engine

CH
CH10 - BJB Bank Julius Baer & Co. Ltd.
16d ago

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

Zürich
Full-timeOn-siteJunior

Description

In this role, you will engage in a dynamic 18-month program, advising clients on Swiss civil law while collaborating with experts and supporting senior planners. This journey will enhance your skills and prepare you for a permanent position as a Junior Wealth Planner.

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 to 3 years of professional experience in private client services, ideally gained at a consulting firm, a renowned law firm, or a Swiss notary public office
  • •Solid knowledge of Swiss civil law
  • •Excellent communication skills and client-focused personality
  • •Entrepreneurial thinking and strong sense of responsibility
  • •Professional and well-considered demeanour
  • •Sound technical judgement and strong analytical capabilities
  • •Team-oriented individual with an open mindset
  • •Native German and Business English
  • •Advanced proficiency in MS Office (Word, Excel, PowerPoint)
  • •Capacity to work and travel within Switzerland

Education

Bachelor's degree
OR
Master's degree

Work Experience

1 - 3 years

Tasks

  • •Advise clients on civil law matters under Swiss law
  • •Support senior wealth planners with legal assessments
  • •Prepare client documentation
  • •Collaborate with specialists to deliver client solutions
  • •Coordinate with external experts like lawyers and notaries
  • •Assess legal and wealth planning solutions for clients
  • •Implement solutions for cross-border situations involving Switzerland
  • •Contribute to internal Wealth Planning projects
  • •Draft training documents and presentations

Tools & Technologies

MS Office (Word, Excel, PowerPoint)

Languages

German – Native

English – Business Fluent

Benefits

Mentorship & Coaching

  • •18-month development journey
  • •Mentorship

Diverse Work

  • •Rotational assignment

Learning & Development

  • •Intensive training

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 CH10 - BJB Bank Julius Baer & Co. Ltd. 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 Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)

    Full-timeOn-siteJunior
    Zürich
  • Julius Baer

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

    Full-timeOn-siteJunior
    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 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