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Julius Baer
yesterday

GPS Associate: Wealth Planning Europe(m/w/x)

Zürich
Full-timeOn-siteExperienced

Description

In this two-year program, you will support wealth planners by conducting research and preparing client materials while ensuring the team's administrative and data processes run smoothly.

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Requirements

  • •Degree in Banking, Business, Economics, Finance, Law or related
  • •2-3 years professional experience in relevant areas advantageous
  • •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 Excel, PowerPoint, and MS Office
  • •Independent work and cross-functional team collaboration
  • •Self-starter with solution-oriented mindset
  • •Fluency in English
  • •Eligibility to work in Switzerland

Education

Bachelor's degree

Work Experience

2 - 3 years

Tasks

  • •Develop tailored and engaging client meeting decks
  • •Research client cases and wealth planning issues
  • •Maintain and update complex client profiles
  • •Compile data and generate comprehensive reports
  • •Support wealth planners in client and prospect meetings
  • •Contribute to the overall case management process
  • •Coordinate calendars, travel, and meeting logistics
  • •Manage internal and external stakeholder communications

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMS Office

Languages

English – Business Fluent

Benefits

Diverse Work

  • •Hands-on experience

Learning & Development

  • •Continuous learning
  • •Business acumen development

Career Advancement

  • •Professional networking

Job Security

  • •Permanent role transition
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