University Graduate – Wealth Planning Solutions Analyst (Full-Time)

Tasks

As part of the Wealth Planning Solutions team, you will play a key role in designing and delivering world-class, holistic advisory solutions that form the foundation of Julius Baer’s wealth planning offering. The team serves as a central center of excellence for wealth planning product expertise, business strategy, and client-centric innovation—driving value through life insurance, account solutions, and integrated financial structuring. The successful candidate will support the development and promotion of our comprehensive wealth planning activities and contribute to client engagement initiatives across various regions. You will work closely with wealth planners, product specialists, and stakeholders from the Global Product & Solutions (GPS) division to ensure the seamless integration of wealth planning into holistic client conversations. You will also drive strategic projects aimed at enhancing our offerings and platforms—in particular by further developing the functionality and use of the 360 Planner platform, creating innovative solution concepts, and identifying top-tier external partners (including legal, tax, insurance, and lifestyle service providers) to strengthen our comprehensive client offering.

Requirements

• Master’s degree from a university or university of applied sciences with above-average grades in business administration, industrial engineering, banking and finance, computer science, natural sciences, or engineering (degree must have been awarded no more than 12 months ago)
• Initial practical experience in private banking, wealth management, consulting, IT, or asset management is a plus, as is the ability to collaborate effectively with multiple stakeholders, manage challenging projects, create PowerPoint presentations, and develop new ideas and initiatives
• Interest in wealth and estate planning topics (retirement planning, trust services, succession planning, life insurance, etc.)
• Strong analytical skills, combined with a can-do attitude
• A 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

• A personalized career path: Develop expertise in your chosen field while growing both personally and professionally
• A global perspective: Gain international experience and work with diverse teams
• Community and mentorship: Learn from industry leaders and colleagues and build a strong network
• Impactful work: Contribute to projects that make a real difference from the outset