Julius Baer
GPS Associate Programme: Wealth Planning Europe(m/w/x)
Full-timeInternshipOn-site
Zürich
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JUJulius Baer
GPS Associate: Wealth Planning Europe(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Developing tailored client meeting decks and managing complex client profiles for high-net-worth individuals across Europe. 2-3 years relevant professional experience advantageous. Permanent role transition after associate period.
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
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
Work Experience
- 2 - 3 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
Tools & Technologies
- Microsoft Excel
- Microsoft PowerPoint
- MS Office
Benefits
Diverse Work
- Hands-on experience
Learning & Development
- Continuous learning
- Business acumen development
Career Advancement
- Professional networking
Job Security
- Permanent role transition
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: Wealth Planning Europe(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Developing tailored client meeting decks and managing complex client profiles for high-net-worth individuals across Europe. 2-3 years relevant professional experience advantageous. Permanent role transition after associate period.
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
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
Work Experience
- 2 - 3 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
Tools & Technologies
- Microsoft Excel
- Microsoft PowerPoint
- MS Office
Benefits
Diverse Work
- Hands-on experience
Learning & Development
- Continuous learning
- Business acumen development
Career Advancement
- Professional networking
Job Security
- Permanent role transition
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?
- Julius Baer
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GPS Associate: Junior Wealth Planner Succession Switzerland(m/w/x)
Full-timeOn-siteJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
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