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

Your challenge

• 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
• Collaborate with other specialists within the bank to deliver comprehensive client solutions (e.g., collaboration with international colleagues from the wealth planning team)
• Coordination and collaboration with a wide range of external experts (lawyers, notaries, and other specialists)
• Evaluation and implementation of suitable legal and asset planning solutions for clients residing in Switzerland or in cross-border situations involving Switzerland
• Collaboration on internal wealth planning projects
• Preparation of training materials and presentations

Your profile

• Academic degree in law (bachelor's or master's)
• 1 to 3 years of professional experience in the private client services industry, ideally in a renowned law firm, a Swiss notary's office, or a consulting firm
• 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

We offer