At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

YOUR CHALLENGE

• Support experienced Wealth Planners to service private clients of JB Group (existing/prospects) with a focus on providing valuable inputs (fact-finding, evaluation of concepts, preparing JB internal and client deliverables) and on ensuring proper documentation and record-keeping in the relevant client management systems
• Accompany experienced Wealth Planners in client meetings, where appropriate, to contribute meaningful perspective and to provide ongoing support in the end-to-end client advisory process.
• Key focus is on private clients resident in Europe
• Support the development & implementation of suitable solutions (e.g. private insurance, private trusts and private foundations, private companies, etc.) in line with the overall Julius Baer strategic objectives, working closely with internal and external specialists and providers.
• Keep abreast of relevant industry, legal, regulatory and taxation changes and support developing one of the market-leading Wealth Planning units further
  
  

YOUR PROFILE

• A recent graduate with a university degree in Law, Tax or the like; preference will be given to candidates demonstrating interest in advising private clients on their wealth planning needs
• Being passionate about wealth planning for international private clients
• Professional experience in relevant private client practices (e.g. private bank, legal practice, tax advisor and/or fiduciary company) will be an advantage
• Engaging personality with ability and potential to work with high-net-worth clients, ensuring their needs and objectives are met
• High proficiency in using MS Office tools and software (especially Powerpoint), being versatile across various applications
• Strong organizational skills and attention to detail
• Excellent communication skills, both written and verbal
• Ability to work independently and collaborate effectively within a team
• Self-starter with solution-oriented mindset
• Fluent in English. Further language skills (especially French, Italian, Portuguese, Spanish) will be advantageous
  
  

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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