CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJunior
Zürich
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JUJulius Baer
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
Advising private clients on Swiss civil law matters for wealth succession planning. 1-3 years private client services experience in a legal setting required. 18-month development journey with rotational assignments.
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
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 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.
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JUJulius Baer
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
Advising private clients on Swiss civil law matters for wealth succession planning. 1-3 years private client services experience in a legal setting required. 18-month development journey with rotational assignments.
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
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 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
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
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