Julius Baer
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJunior
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
Advising wealth management clients on Swiss civil law matters, coordinating with external legal experts. 1-3 years private client services experience with solid Swiss civil law knowledge required. 18-month development journey, rotational assignments, dedicated mentorship.
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
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
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
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.
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- Julius Baer
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
Advising wealth management clients on Swiss civil law matters, coordinating with external legal experts. 1-3 years private client services experience with solid Swiss civil law knowledge required. 18-month development journey, rotational assignments, dedicated mentorship.
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
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
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
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.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company is focused on wealth management, providing personalized financial services and solutions to clients.
Not a perfect match?
- Julius Baer
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
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.
GPS Associate Programme: Junior Wealth Planner Taxation Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich