This is a challenging and interesting role as a legal counsel with a focus on legal and regulatory matters related to the provision of financial services (advisory and discretionary management) as well as wealth planning solutions within the team Legal Investment Solutions & Distribution.
The team is part of the General Counsel Wealth Management sub-division and provides legal advice to stakeholders, including senior management from the Division Global Products & Solutions (GPS) of Bank Julius Baer & Co. Ltd. The work is truly international, with close collaboration with other teams around the globe to provide tailor-made solutions with a hands-on approach.
This global role has a multijurisdictional scope and allows you to work on a wide variety of contractual and regulatory topics in relation to onshore and cross-border financial and wealth planning services. From the very beginning, you will handle your own portfolio of tasks and have a direct impact on Julius Baer’s legal affairs and business.
Tasks
- Act as legal expert for financial and wealth planning services, including advisory and discretionary mandate services, as well as trust, pension and life insurance solutions.
- Assess and review B2B documentation and agreements, particularly with external partners and providers, in relation to wealth planning services.
- Provide guidance to senior management and internal stakeholders on projects and initiatives.
- Monitor legal and regulatory developments in Switzerland and assess potential risks related to cross-border service provision, including civil liability and regulatory risks.
- Support legal colleagues participating in internal committees by providing wealth planning expertise.
- Contribute to strategic projects and deliver ad-hoc legal support, offering efficient, client-oriented solutions related to FinSA and MiFID.
Requirements
- Master’s degree in law (preferably from a Swiss University) and admission to the bar; additional qualifications such as an LL.M. are an asset.
- 1-3 years of professional experience, preferably in a law firm, financial institution or consulting firm.
- Profound understanding of Swiss banking and contract law as well as the Swiss regulatory landscape.
- Analytical, structured and solution-oriented with a proactive approach and capable of translating legal requirements into business-oriented solutions.
- A proactive and solution-oriented mindset with the ability to work independently and as a team-player in groups.
- Ability to perform under pressure and efficiently handle different competing tasks and priorities.
- Good communication skills and a natural capacity to convincingly share ideas.
- Excellent proficiency in English and German; knowledge of additional languages is considered an advantage.
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Über uns
Das Team
The team consists of highly qualified lawyers located at the Head Office in Zurich and is part of the General Counsel Wealth Management sub-division. The team is dynamic, highly motivated, and prides itself on excellent team spirit and a supportive atmosphere. There is close collaboration with compliance, front office, and front risk management.