CH10 - BJB Bank Julius Baer & Co. Ltd.
University Graduate – Group Strategy (Flex-Track)(m/w/x)
Full-timeOn-siteJunior
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
University Graduate – Wealth Planning Solutions Analyst(m/w/x)
Zürich
Full-timeOn-siteJunior
AI/ML
Nejo AI Summary
Supporting wealth planning solutions and client engagement across regions. Master's degree with practical experience in finance or consulting required. Global perspective and tailored career path.
Requirements
- Master’s degree with above-average grades
- Initial practical experience in Private Banking, Wealth Management, Consulting, IT, Asset Management
- Ability to work well with multiple stakeholders
- Ability to manage demanding projects
- Ability to prepare PowerPoint proposals
- Ability to develop new ideas and initiatives
- Affinity to wealth/estate planning topics
- Strong analytical skills
- Can-do attitude
- Global mindset
- Excellent interpersonal skills
- Strong appetite for learning
- Fluency in English
- Fluency in German
- Eligibility to work in the country
Tasks
- Support the development and promotion of Wealth Planning activities
- Contribute to client engagement activities across regions
- Collaborate with Wealth Planners and Product Specialists
- Ensure seamless integration of Wealth Planning into client conversations
- Drive strategic projects to enhance offering framework and platforms
- Advance functionality and adoption of the 360 Planner platform
- Design innovative solution concepts
- Identify best-in-class external partners
- Scale the 'Holistic Advice' initiative
- Drive the evolution of the 360 Planner platform
- Collaborate on technical design, testing, and global rollout of platform features
- Adapt platform functionalities to meet regulatory and market-specific demands
- Track and analyze ongoing platform developments
- Develop AI-enhanced platform for external providers
- Support management and development of the WP product suite
- Reinforce governance structures for wealth planning offerings
- Ensure adherence to internal controls and external regulations
- Contribute to risk mitigation and audit resolution efforts
- Address findings and implement corrective actions
- Support strategic initiatives for Wealth Planning
- Prepare data-driven analyses and presentations for leadership forums
- Monitor and report on progress of key initiatives
- Maintain project timelines and accountability
- Strengthen team spirit and foster a collaborative work environment
- Engage with internal and external stakeholders
- Coordinate projects with multiple senior stakeholders
Education
- Master's degree
Languages
- English – Fluent
- German – Fluent
Benefits
Career Advancement
- Tailored career path
Informal Culture
- Global perspective
- International experience
- Work with diverse teams
Mentorship & Coaching
- Community and mentorship
- 18-month Graduate Programme
Purpose-Driven Work
- Impactful work
Workation & Sabbatical
- International assignment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. 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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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
University Graduate – Wealth Planning Solutions Analyst(m/w/x)
Zürich
Full-timeOn-siteJunior
AI/ML
Nejo AI Summary
Supporting wealth planning solutions and client engagement across regions. Master's degree with practical experience in finance or consulting required. Global perspective and tailored career path.
Requirements
- Master’s degree with above-average grades
- Initial practical experience in Private Banking, Wealth Management, Consulting, IT, Asset Management
- Ability to work well with multiple stakeholders
- Ability to manage demanding projects
- Ability to prepare PowerPoint proposals
- Ability to develop new ideas and initiatives
- Affinity to wealth/estate planning topics
- Strong analytical skills
- Can-do attitude
- Global mindset
- Excellent interpersonal skills
- Strong appetite for learning
- Fluency in English
- Fluency in German
- Eligibility to work in the country
Tasks
- Support the development and promotion of Wealth Planning activities
- Contribute to client engagement activities across regions
- Collaborate with Wealth Planners and Product Specialists
- Ensure seamless integration of Wealth Planning into client conversations
- Drive strategic projects to enhance offering framework and platforms
- Advance functionality and adoption of the 360 Planner platform
- Design innovative solution concepts
- Identify best-in-class external partners
- Scale the 'Holistic Advice' initiative
- Drive the evolution of the 360 Planner platform
- Collaborate on technical design, testing, and global rollout of platform features
- Adapt platform functionalities to meet regulatory and market-specific demands
- Track and analyze ongoing platform developments
- Develop AI-enhanced platform for external providers
- Support management and development of the WP product suite
- Reinforce governance structures for wealth planning offerings
- Ensure adherence to internal controls and external regulations
- Contribute to risk mitigation and audit resolution efforts
- Address findings and implement corrective actions
- Support strategic initiatives for Wealth Planning
- Prepare data-driven analyses and presentations for leadership forums
- Monitor and report on progress of key initiatives
- Maintain project timelines and accountability
- Strengthen team spirit and foster a collaborative work environment
- Engage with internal and external stakeholders
- Coordinate projects with multiple senior stakeholders
Education
- Master's degree
Languages
- English – Fluent
- German – Fluent
Benefits
Career Advancement
- Tailored career path
Informal Culture
- Global perspective
- International experience
- Work with diverse teams
Mentorship & Coaching
- Community and mentorship
- 18-month Graduate Programme
Purpose-Driven Work
- Impactful work
Workation & Sabbatical
- International assignment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. 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
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.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
University Graduate – Group Strategy (Flex-Track)(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
University Graduate – Strategic Project Management(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
University Graduate – Investment Engineer(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
University Graduate – Machine Learning Engineer(m/w/x)
Full-timeInternshipOn-siteZürich - Julius Baer
University Graduate – Institutional Structured Product Sales(m/w/x)
Full-timeOn-siteJuniorZürich