Job offer
University Graduate – Wealth Planning Solutions Analyst (Full-Time)
The Julius Baer Group is seeking a Wealth Planning Solutions Analyst who, as part of the Graduate Program, will be involved in developing and implementing wealth planning solutions and will work closely with various teams to create innovative solutions for clients. The ideal candidate holds a master’s degree in a relevant field, possesses strong analytical skills, and has excellent communication skills.
Tasks
As a Wealth Planning Solutions Analyst, you play a key role in developing and implementing comprehensive advisory solutions. Your responsibilities include:- Support for the development and promotion of wealth planning activities
- Collaboration with wealth planners, product specialists, and other stakeholders
- Support for strategic projects aimed at improving our offerings and platforms
- Identifying external partners to enhance our customer offerings
Requirements
For this position, we are looking for a candidate with:- Master’s degree in business administration, industrial engineering, banking and finance, computer science, natural sciences, or engineering
- Initial practical experience in private banking, wealth management, consulting, IT, or asset management
- An interest in topics such as wealth or estate planning
- Strong analytical skills and a positive attitude
- Global mindset, excellent interpersonal skills, and a strong desire to learn
- Fluency in English and German; knowledge of other languages is a plus
We offer
We offer you:- A personalized career path
- An international work environment and the opportunity to collaborate with diverse teams
- A strong community and mentorship
- The opportunity to make a real contribution right from the start
Job details