Julius Baer
GPS Associate: Wealth Planning Associate(m/w/x)
Full-timeOn-siteExperienced
Zürich
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Julius BaerGPS Associate: Wealth Planning Associate(m/w/x)
Zürich
Full-timeOn-siteExperienced
Description
In this role, you will support wealth planners by managing complex client cases and preparing tailored meeting materials, ensuring private banking operations run smoothly and effectively.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Degree in Banking, Business, or related
- •2-3 years experience in relevant areas
- •Strong organizational skills and detail orientation
- •Proactive and self-motivated entrepreneurial spirit
- •Strong analytical and conceptual thinking abilities
- •Excellent interpersonal and communication skills
- •Service-oriented mindset and client support dedication
- •Systematic, precise, and resilient working style
- •Proficiency in Excel, PowerPoint, and Office
- •Independent work and cross-functional collaboration
- •Self-starter with solution-oriented mindset
- •Fluency in English, Portuguese, or Spanish
- •Eligibility to work in Switzerland
Education
Bachelor's degree
Work Experience
2 - 3 years
Tasks
- •Act as the primary contact for stakeholders
- •Manage calendars and organize travel arrangements
- •Facilitate meetings and coordinate corporate events
- •Screen phone calls, emails, and postal inquiries
- •Prepare tailored and engaging client meeting decks
- •Research client cases and wealth planning issues
- •Administer complex client profiles and updates
- •Compile data and generate comprehensive reports
- •Support wealth planners during client and prospect meetings
- •Contribute to the overall case management process
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMS Office tools
Languages
English – Business Fluent
Portuguese – Basic
Spanish – Basic
Benefits
Diverse Work
- •Hands-on experience
Learning & Development
- •Continuous learning
- •Business acumen development
Career Advancement
- •Professional networking
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 Europe(m/w/x)
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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
JU
Julius BaerGPS Associate: Wealth Planning Associate(m/w/x)
Zürich
Full-timeOn-siteExperienced
New Job?Nejo!
The AI Job Search Engine
Description
In this role, you will support wealth planners by managing complex client cases and preparing tailored meeting materials, ensuring private banking operations run smoothly and effectively.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Degree in Banking, Business, or related
- •2-3 years experience in relevant areas
- •Strong organizational skills and detail orientation
- •Proactive and self-motivated entrepreneurial spirit
- •Strong analytical and conceptual thinking abilities
- •Excellent interpersonal and communication skills
- •Service-oriented mindset and client support dedication
- •Systematic, precise, and resilient working style
- •Proficiency in Excel, PowerPoint, and Office
- •Independent work and cross-functional collaboration
- •Self-starter with solution-oriented mindset
- •Fluency in English, Portuguese, or Spanish
- •Eligibility to work in Switzerland
Education
Bachelor's degree
Work Experience
2 - 3 years
Tasks
- •Act as the primary contact for stakeholders
- •Manage calendars and organize travel arrangements
- •Facilitate meetings and coordinate corporate events
- •Screen phone calls, emails, and postal inquiries
- •Prepare tailored and engaging client meeting decks
- •Research client cases and wealth planning issues
- •Administer complex client profiles and updates
- •Compile data and generate comprehensive reports
- •Support wealth planners during client and prospect meetings
- •Contribute to the overall case management process
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMS Office tools
Languages
English – Business Fluent
Portuguese – Basic
Spanish – Basic
Benefits
Diverse Work
- •Hands-on experience
Learning & Development
- •Continuous learning
- •Business acumen development
Career Advancement
- •Professional networking
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 Associate(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
GPS Associate: Wealth Planning Europe(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
GPS Associate Programme: Wealth Planning Europe(m/w/x)
Full-timeInternshipOn-siteZürich - 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