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 our wealth management offering. The teams serve as a central hub for wealth planning product expertise, business strategy, and client-centric innovation, creating value across life insurance, account solutions, and integrated financial structuring. The successful candidate will support the development and promotion of our comprehensive wealth planning activities and work closely with wealth planning product specialists and stakeholders from the Global Products & Solutions (GPS) team 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—specifically the functionality and deployment of the 360 planning platform, the development of innovative solution concepts, and the identification of top-tier external partners (including legal, tax, insurance, and lifestyle service providers) to strengthen our end-to-end client base.

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)
• Priority may be given to candidates with initial practical experience in private banking, wealth management, consulting, IT, or asset management, as well as the ability to collaborate effectively with multiple stakeholders, manage complex projects, create PowerPoint presentations, and develop new ideas and initiatives
• 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
• Fluent in English and German; knowledge of other languages is a plus

We offer

• A tailored career path: Develop expertise in your chosen field while growing both personally and professionally
• A global perspective: Gain international experience and collaborate with cross-functional teams
• Community and mentorship: Learn from industry leaders and colleagues and build a strong network
• Meaningful work: Contribute to projects that make a real difference, starting from day one