GPS Associate Programme: Junior Wealth Planner Taxation Switzerland, Zurich at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

18 Apr, 26

Salary

0.0

Posted On

18 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Taxation, Wealth Planning, Swiss Law, Communication Skills, Analytical Abilities, Teamwork, Customer Orientation, Entrepreneurial Mindset, Technical Judgment, Project Management, Collaboration, Documentation Preparation, Training Material Preparation, Client Advising, Networking, Holistic Solutions

Industry

Banking

Description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Join the GPS Associate Programme, a structured 18 months development journey designed for ambitious early-career professionals aiming to build a career in private banking. As part of the Wealth Planning team in Zurich, you will embark on a dynamic 18 months program combining a rotational assignment, intensive training, mentorship and project and task responsibilities. Through hands-on experience and continuous learning, you will develop the skills, network, and business acumen necessary to transition into a permanent role as a Junior Wealth Planner Taxation Switzerland within GPS upon successful completion. YOUR CHALLENGE Advising and supporting bank clients on Swiss tax and legal matters Assisting senior wealth planners in conducting tax assessments and preparing client documentation Collaborating with other specialists within the bank to develop holistic client solutions (e.g., working with international colleagues from the Wealth Planning team) Coordinating and collaborating with various external experts (lawyers, notaries, and other subject matter specialists) Evaluating and implementing suitable solutions related to taxation and wealth planning for clients resident in Switzerland or in international cases involving Switzerland Contributing to internal Wealth Planning projects Preparing training materials and presentations YOUR PROFILE Bachelor’s or Master’s degree in Law or Business Administration, preferably supplemented by tax-related further education 1 to 3 years of professional experience in taxation, ideally gained at one of the “Big Four” audit and advisory firms, a reputable law firm, or with the Swiss tax authorities Solid understanding of Swiss civil law Excellent communication skills combined with a service-minded and customer-oriented personality Entrepreneurial mindset and high sense of responsibility Competent and thoughtful manner Strong technical judgment and analytical abilities Team-oriented individual with an open-minded attitude Native level in German and Business level in English Proficient in MS Office (Word, Excel, PowerPoint) Capacity to work and travel within Switzerland We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

Advising and supporting bank clients on Swiss tax and legal matters while assisting senior wealth planners with tax assessments and client documentation. Collaborating with specialists and external experts to develop comprehensive client solutions.