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Summer Internship – Wealth Planning(m/w/x)
Client content and pitch preparation for wealth planning, maintaining client systems. Law or International Private Law student (2nd year+) with initial law/consultancy experience required. Focus on cross-jurisdictional wealth planning.
Requirements
- Bachelor student (2nd year onwards) or enrolled Master student in Law or International Private Law
- Initial practical experience in law-firms or consultancy firms; cross-jurisdictional skills/knowledge (plus)
- Fluency in English; other languages (Spanish, Portuguese, German) a distinct plus
- Passion for wealth management; desire to create value beyond wealth
- Global mindset, excellent interpersonal skills, strong appetite for learning
- Registration in country of application with valid work permit
Tasks
- Maintain accurate client management system.
- Prepare engaging content for client meetings.
- Prepare engaging content for prospect pitches.
- Collaborate with various Wealth Planning departments.
- Develop presentations.
- Develop client briefings.
- Develop Wealth Planning content.
- Research cross-border wealth planning topics.
- Analyze and draft client briefings.
Education
- Currently in higher education
Languages
- English – Business Fluent
- Spanish – Business Fluent
- Portuguese – Business Fluent
- German – Business Fluent
Benefits
Learning & Development
- Learning sessions
Career Advancement
- Networking opportunities
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Summer Internship – Wealth Planning(m/w/x)
Client content and pitch preparation for wealth planning, maintaining client systems. Law or International Private Law student (2nd year+) with initial law/consultancy experience required. Focus on cross-jurisdictional wealth planning.
Requirements
- Bachelor student (2nd year onwards) or enrolled Master student in Law or International Private Law
- Initial practical experience in law-firms or consultancy firms; cross-jurisdictional skills/knowledge (plus)
- Fluency in English; other languages (Spanish, Portuguese, German) a distinct plus
- Passion for wealth management; desire to create value beyond wealth
- Global mindset, excellent interpersonal skills, strong appetite for learning
- Registration in country of application with valid work permit
Tasks
- Maintain accurate client management system.
- Prepare engaging content for client meetings.
- Prepare engaging content for prospect pitches.
- Collaborate with various Wealth Planning departments.
- Develop presentations.
- Develop client briefings.
- Develop Wealth Planning content.
- Research cross-border wealth planning topics.
- Analyze and draft client briefings.
Education
- Currently in higher education
Languages
- English – Business Fluent
- Spanish – Business Fluent
- Portuguese – Business Fluent
- German – Business Fluent
Benefits
Learning & Development
- Learning sessions
Career Advancement
- Networking opportunities
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
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