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 first-class, holistic advisory solutions that form the foundation of Julius Baer’s wealth management offering. Your responsibilities will include:

• Support in the development and promotion of comprehensive wealth planning activities
• Collaboration with client engagement activities in various regions
• Close collaboration with wealth planning product specialists and stakeholders in the Global Products & Solutions (GPS) division
• Support for strategic projects aimed at improving the service framework and platforms
• Development of innovative solutions and identification of business partners

Requirements

The following requirements apply to this position:

• 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 (awarded no more than 12 months ago)
• Initial practical experience in private banking, wealth management, consulting, IT, or asset management is a plus
• An interest in topics such as wealth and estate planning (financial planning, trust services, succession planning, life insurance, etc.)
• Strong analytical skills, combined with a can-do attitude
• A global mindset, excellent communication 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 customized career path to help you develop your skills in your chosen field
• A global perspective to gain international experience and work with diverse teams
• A community and mentorship program to learn from industry leaders and peers and build a strong network
• Meaningful work that makes a real difference right from the start