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CHCH10 - BJB Bank Julius Baer & Co. Ltd.

GPS Associate Programme: Junior Wealth Planner Taxation Switzerland(m/w/x)

Zürich
Full-timeOn-siteJunior

Advising wealth management clients on Swiss tax and legal matters, coordinating with external lawyers and notaries. 1-3 years taxation experience from Big Four/law firm/Swiss tax authorities, plus Swiss civil law understanding, preferred. Structured associate program for junior talent.

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 develop client solutions
  • Coordinate with external experts like lawyers and notaries
  • Evaluate taxation solutions for clients in Switzerland
  • Implement wealth planning strategies for international cases
  • 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

  • GermanNative
  • EnglishBusiness Fluent

Tools & Technologies

  • MS Office (Word, Excel, PowerPoint)
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