Job offer
GPS Associate: Junior Wealth Planner Succession Switzerland, Zurich, 100% (f/m/d)
The Julius Baer Group is seeking a GPS Associate: Junior Wealth Planner Succession Switzerland, who will be part of the 18-month GPS Associate Program supporting ambitious early career steps in private banking. The Junior Wealth Planner will advise clients on Swiss civil law issues and support senior Wealth Planners in preparing client documentation.
Tasks
- Advising and supporting bank clients in civil law matters under Swiss law (in particular matrimonial property law, inheritance law, and adult protection law)
- Supporting senior wealth planners with legal assessments and preparing client documentation
- Collaborating with other specialists within the bank to deliver comprehensive client solutions (e.g., collaborating with international colleagues from the Wealth Planning team)
- Coordination and collaboration with a wide range of external experts (lawyers, notaries, and other specialists)
- Assessment and implementation of suitable legal and wealth planning solutions for clients residing in Switzerland or in cross-border situations involving Switzerland
- Collaboration on internal wealth planning projects
- Preparation of training documents and presentations
Requirements
- Bachelor's or master's degree in law
- 1 to 3 years of professional experience in private client services, ideally at a consulting firm, a renowned law firm, or a Swiss notary's office
- Solid knowledge of Swiss civil law
- Excellent communication skills and a service-oriented, customer-focused personality
- Entrepreneurial thinking and a strong sense of responsibility
- Professional and thoughtful demeanor
- Solid technical judgment and strong analytical skills
- Team-oriented person with an open mind
- Native German and business English
- Advanced knowledge of MS Office (Word, Excel, PowerPoint)
- Ability to work and travel in Switzerland
We offer
No information available.Job details
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