Julius Baer
GPS Associate: Wealth Planning Europe(m/w/x)
Full-timeOn-siteExperienced
Zürich
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JUJulius Baer
GPS Associate Programme: Wealth Planning Europe(m/w/x)
Zürich
Full-timeInternshipOn-site
Nejo AI Summary
Preparing tailored client meeting decks and administering complex financial profiles at a wealth management firm. Degree in finance, economics, or law and 2-3 years relevant experience required. Structured associate programme with personal mentoring.
Requirements
- Degree in Banking, Business, Economics, Finance, Law or related
- 2-3 years professional experience in relevant areas
- Strong organizational skills and attention to detail
- Entrepreneurial spirit and proactive initiative
- Strong analytical and conceptual thinking abilities
- Excellent interpersonal, communication, and presentation skills
- Service-oriented mindset and client support dedication
- Systematic, precise, and resilient working style
- Proficiency in Microsoft Excel and PowerPoint
- Ability to work independently and cross-functionally
- Self-starter with solution-oriented mindset
- Fluency in English
- Eligibility to work in Switzerland
Tasks
- Prepare tailored and engaging client meeting decks
- Research client cases and relevant wealth planning issues
- Provide valuable insights to the team
- Administer complex client profiles and maintain updates
- Gather and compile data from multiple sources
- Generate reports and ensure completeness within deadlines
- Participate in client and prospect meetings
- Contribute to the overall case management process
- Act as a contact for internal and external stakeholders
- Manage calendars and organize travel
- Facilitate meetings and events
- Screen phone calls, email enquiries, and post
Work Experience
- 2 - 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- Microsoft Excel
- Microsoft PowerPoint
- MS Office
Benefits
Diverse Work
- Hands-on experience
Learning & Development
- Continuous learning
Career Advancement
- Networking opportunities
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.
Not a perfect match?
- Julius Baer
GPS Associate: Wealth Planning Associate(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
GPS Associate: Wealth Planning Associate(m/w/x)
Full-timeOn-siteExperiencedZürich - 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
JUJulius Baer
GPS Associate Programme: Wealth Planning Europe(m/w/x)
Zürich
Full-timeInternshipOn-site
Nejo AI Summary
Preparing tailored client meeting decks and administering complex financial profiles at a wealth management firm. Degree in finance, economics, or law and 2-3 years relevant experience required. Structured associate programme with personal mentoring.
Requirements
- Degree in Banking, Business, Economics, Finance, Law or related
- 2-3 years professional experience in relevant areas
- Strong organizational skills and attention to detail
- Entrepreneurial spirit and proactive initiative
- Strong analytical and conceptual thinking abilities
- Excellent interpersonal, communication, and presentation skills
- Service-oriented mindset and client support dedication
- Systematic, precise, and resilient working style
- Proficiency in Microsoft Excel and PowerPoint
- Ability to work independently and cross-functionally
- Self-starter with solution-oriented mindset
- Fluency in English
- Eligibility to work in Switzerland
Tasks
- Prepare tailored and engaging client meeting decks
- Research client cases and relevant wealth planning issues
- Provide valuable insights to the team
- Administer complex client profiles and maintain updates
- Gather and compile data from multiple sources
- Generate reports and ensure completeness within deadlines
- Participate in client and prospect meetings
- Contribute to the overall case management process
- Act as a contact for internal and external stakeholders
- Manage calendars and organize travel
- Facilitate meetings and events
- Screen phone calls, email enquiries, and post
Work Experience
- 2 - 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- Microsoft Excel
- Microsoft PowerPoint
- MS Office
Benefits
Diverse Work
- Hands-on experience
Learning & Development
- Continuous learning
Career Advancement
- Networking opportunities
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
Das Unternehmen gestaltet die Zukunft des Wealth Managements und setzt auf individuelle Stärken.
Not a perfect match?
- Julius Baer
GPS Associate: Wealth Planning Europe(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
GPS Associate: Wealth Planning Associate(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
GPS Associate: Wealth Planning Associate(m/w/x)
Full-timeOn-siteExperiencedZürich - 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