GPS Associate: Junior Wealth Planner Succession Switzerland, Zurich, 100% (f/m/d)

About the job

The GPS Associate position as Junior Wealth Planner Succession Switzerland is part of the GPS Associate Program, an 18-month development program for ambitious young professionals who want to build a career in private banking.

Your tasks

The tasks include:

• Advising and supporting bank clients in civil law matters under Swiss law (in particular matrimonial property law, inheritance law, and adult protection)
• Supporting senior wealth planners with legal assessments and preparing client documentation
• Collaborating with other specialists within the bank to provide comprehensive customer solutions
• Coordination and collaboration with external experts
• Evaluation and implementation of suitable legal and asset planning solutions for clients living in Switzerland or in cross-border situations involving Switzerland
• Collaboration on internal wealth planning projects
• Preparation of training documents and presentations

Your profile

The ideal profile includes:

• Bachelor's or master's degree in law
• 1-3 years of professional experience in private client services, ideally in 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 personality with an open mind
• Native German and business English
• Advanced knowledge of MS Office (Word, Excel, PowerPoint)
• Ability to work and travel in Switzerland