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Julius Baer
17d ago

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

Zürich
Full-timeOn-siteJunior

Description

In this dynamic role, you will engage in advising clients on Swiss civil law, support senior planners, and collaborate with specialists to create tailored wealth solutions. This position offers hands-on experience and mentorship, preparing you for a permanent role.

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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 a service-oriented, client-focused personality
  • •Entrepreneurial thinking and a 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
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