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GPS Associate Programme: Junior Wealth Planner Taxation Switzerland(m/w/x)
Advising private wealth management clients on Swiss tax and legal matters, coordinating with external legal experts. 1-3 years professional experience in Swiss taxation, ideally from Big Four or law firm, required. Structured associate program for career development.
Requirements
- Bachelor’s or Master’s degree in Law or Business Administration, preferably supplemented by tax-related further education
- 1 to 3 years of professional experience in taxation, ideally gained at one of the “Big Four” audit and advisory firms, a reputable law firm, or with the Swiss tax authorities
- Solid understanding of Swiss civil law
- Excellent communication skills combined with a service-minded and customer-oriented personality
- Entrepreneurial mindset and high sense of responsibility
- Competent and thoughtful manner
- Strong technical judgment and analytical abilities
- Team-oriented individual with an open-minded attitude
- Native level in German and Business level in English
- Proficient in MS Office (Word, Excel, PowerPoint)
- Capacity to work and travel within Switzerland
Tasks
- Advise clients on Swiss tax and legal matters
- Assist senior wealth planners with tax assessments
- Prepare client documentation
- Collaborate with specialists to create holistic client solutions
- Coordinate with external experts like lawyers and notaries
- Evaluate and implement taxation solutions for clients in Switzerland
- Contribute to internal Wealth Planning projects
- Prepare training materials and presentations
Work Experience
- 1 - 3 years
Education
- Vocational certificationOR
- Bachelor's degreeOR
- Master's degree
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- MS Office (Word, Excel, PowerPoint)
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.Full-timeOn-siteJuniorZürich
- CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme ; Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich - 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
GPS Associate Programme: Junior Wealth Planner Taxation Switzerland(m/w/x)
Advising private wealth management clients on Swiss tax and legal matters, coordinating with external legal experts. 1-3 years professional experience in Swiss taxation, ideally from Big Four or law firm, required. Structured associate program for career development.
Requirements
- Bachelor’s or Master’s degree in Law or Business Administration, preferably supplemented by tax-related further education
- 1 to 3 years of professional experience in taxation, ideally gained at one of the “Big Four” audit and advisory firms, a reputable law firm, or with the Swiss tax authorities
- Solid understanding of Swiss civil law
- Excellent communication skills combined with a service-minded and customer-oriented personality
- Entrepreneurial mindset and high sense of responsibility
- Competent and thoughtful manner
- Strong technical judgment and analytical abilities
- Team-oriented individual with an open-minded attitude
- Native level in German and Business level in English
- Proficient in MS Office (Word, Excel, PowerPoint)
- Capacity to work and travel within Switzerland
Tasks
- Advise clients on Swiss tax and legal matters
- Assist senior wealth planners with tax assessments
- Prepare client documentation
- Collaborate with specialists to create holistic client solutions
- Coordinate with external experts like lawyers and notaries
- Evaluate and implement taxation solutions for clients in Switzerland
- Contribute to internal Wealth Planning projects
- Prepare training materials and presentations
Work Experience
- 1 - 3 years
Education
- Vocational certificationOR
- Bachelor's degreeOR
- Master's degree
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- MS Office (Word, Excel, PowerPoint)
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?
- 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 Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich - 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