CH10 - BJB Bank Julius Baer & Co. Ltd.
Wealth Planning Advisor(m/w/x)
Full-timeOn-siteExperienced
Genf
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Wealth Planning Advisor(m/w/x)
Genf
Full-timeOn-siteExperienced
Nejo AI Summary
Advising high-net-worth clients on Swiss matrimonial property, inheritance, and adult protection law at a private bank. Master’s degree in Law or Economics and 3–5 years private client experience required. Focus on legal and tax assessments for complex wealth structures.
Requirements
- Master’s degree in Law or Economics
- Tax Expertise ongoing or other tax diploma
- 3–5 years professional experience in private client services
- Solid knowledge of Swiss civil and tax law
- Excellent communication and service-oriented personality
- Entrepreneurial thinking and strong responsibility
- Professional and well-considered demeanour
- Sound technical judgement and analytical capabilities
- Team-oriented mindset and openness
- Native French and Business English
- Advanced proficiency in MS Office
- Capacity to work and travel within Switzerland
Tasks
- Advise clients on Swiss civil and tax law
- Consult on matrimonial property and inheritance law
- Provide guidance on adult protection law
- Support senior planners with legal and tax assessments
- Prepare comprehensive client documentation
- Collaborate with internal specialists on client solutions
- Coordinate with international wealth planning colleagues
- Liaise with external lawyers, notaries, and specialists
- Assess legal and tax solutions for Swiss residents
- Implement wealth planning for cross-border situations
- Contribute to internal wealth planning projects
- Deliver presentations to clients and relationship managers
- Draft training documents and educational materials
Work Experience
- 3 - 5 years
Education
- Vocational certification
Languages
- French – Native
- English – Business Fluent
Tools & Technologies
- MS Office
- Word
- Excel
- PowerPoint
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.
Wealth Planning Advisor(m/w/x)
Genf
Full-timeOn-siteExperienced
Nejo AI Summary
Advising high-net-worth clients on Swiss matrimonial property, inheritance, and adult protection law at a private bank. Master’s degree in Law or Economics and 3–5 years private client experience required. Focus on legal and tax assessments for complex wealth structures.
Requirements
- Master’s degree in Law or Economics
- Tax Expertise ongoing or other tax diploma
- 3–5 years professional experience in private client services
- Solid knowledge of Swiss civil and tax law
- Excellent communication and service-oriented personality
- Entrepreneurial thinking and strong responsibility
- Professional and well-considered demeanour
- Sound technical judgement and analytical capabilities
- Team-oriented mindset and openness
- Native French and Business English
- Advanced proficiency in MS Office
- Capacity to work and travel within Switzerland
Tasks
- Advise clients on Swiss civil and tax law
- Consult on matrimonial property and inheritance law
- Provide guidance on adult protection law
- Support senior planners with legal and tax assessments
- Prepare comprehensive client documentation
- Collaborate with internal specialists on client solutions
- Coordinate with international wealth planning colleagues
- Liaise with external lawyers, notaries, and specialists
- Assess legal and tax solutions for Swiss residents
- Implement wealth planning for cross-border situations
- Contribute to internal wealth planning projects
- Deliver presentations to clients and relationship managers
- Draft training documents and educational materials
Work Experience
- 3 - 5 years
Education
- Vocational certification
Languages
- French – Native
- English – Business Fluent
Tools & Technologies
- MS Office
- Word
- Excel
- PowerPoint
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.
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Full-timeOn-siteExperiencedGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
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