At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. Kick-start your career with Julius Baer’s 18-month Graduate Programme, designed to unleash your potential through three dynamic rotations, including an international assignment. You’ll gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management.
Tasks
- Research on client cases and relevant issues within Wealth Planning, providing valuable insights to the team
- Prepare pitch and client meeting decks, ensuring they are well-developed, fact-based, engaging, and tailored to clients' needs across different markets
- Ensure complex clients are properly administered and profiles are kept up to date
- Gather and compile data from multiple sources, generate reports, and ensure completeness within deadlines
- Participate in client/prospect meetings in support of Wealth Planners to service private clients of Julius Baer Group, including contributing to the overall case management process
- Provide cross-European wealth planning guidance, with skills and understanding in multiple European markets considered a distinct advantage
Requirements
- First-class or upper second-class honours university degree, or university of applied sciences, in business, law, tax, or a related discipline (graduation max. 12 months ago)
- A university degree, professional certifications, or demonstrable knowledge of UK tax and law would be considered a distinctive advantage
- Initial practical experience in private client practices (e.g. private bank, legal practice, tax advisor, consultancy and/or fiduciary company) will be an advantage
- Passion for wealth planning and a desire to create value beyond wealth
- A global mindset, excellent interpersonal skills, and a strong appetite for learning
- Fluency in English, with additional European languages being a plus
- Eligibility to work in the country where you apply for the position
Benefits
- Tailored career path to develop expertise in your chosen field while growing personally and professionally
- Gain international experience and work with diverse teams
- Learn from industry leaders and peers and build a strong network
- Contribute to projects that make a real difference from day one
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Über uns
Das Team
As part of the Wealth Planning unit, you will join the Wealth Planning Europe team, which supports Relationship Managers in acquiring, maintaining, and retaining domestic and international private clients by providing a broad range of Wealth Planning products and services.