GPS Associate: Wealth Planning Associate Switzerland, Zürich, 100% (F/M/D) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

03 May, 26

Salary

0.0

Posted On

02 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organizational Skills, Attention To Detail, Analytical Thinking, Communication Skills, Presentation Skills, Client Support, Microsoft Excel, Microsoft PowerPoint, Self-Motivated, Proactive, Solution-Oriented, Interpersonal Skills

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 two-year journey designed for ambitious early-career professionals aiming to build a successful career in Private Banking. As part of the Wealth Planning (WP) Business Support team, you will have the opportunity to work directly with experienced Wealth Planners in advising our clients and their families. You will be responsible for tasks supporting Wealth Planners globally, and more specifically our Key Clients and Family Office Services team, providing administrative support, ensuring the accuracy and maintenance of our client management system, and preparing engaging content for client meetings and prospect pitches. Through hands-on experience and continuous learning, you will develop the skills, network, and business acumen necessary to transition into a permanent role within WP upon successful completion. At Julius Baer, we are dedicated to delivering exceptional wealth management solutions to private clients and institutions worldwide. As one of the leading Swiss private banks, we combine over 130 years of heritage with forward-thinking innovation, offering bespoke advice rooted in market expertise and personal commitment. The Global Products & Solutions (GPS) unit plays a central role in shaping client-focused investment strategies, developing innovative financial products, providing expert advisory across all major asset classes and guiding our clients on their wealth planning needs. By aligning global insights with local needs, we empower Relationship Managers with tailored solutions that meet evolving client needs. WP, a unit of GPS, supports Relationship Managers in acquiring, maintaining, and retaining domestic and international private clients by providing a broad range of WP products and services, including Family Office Services, Philanthropy, Relocation, Retirement, Succession, Taxation and Wealth Overview. YOUR CHALLENGE Act as point of contact for internal/external stakeholders, manage calendars, organise travel, facilitate meetings and events, and screen phone calls, email enquiries and post Prepare client meeting decks ensuring they are well-developed, fact-based, engaging and tailored to the clients' needs Research on client cases and relevant issues within WP, providing valuable insights to the team Ensure complex clients are properly administered and profiles are kept up to date Gather and compile data from multiple sources, generate reports, ensure completeness within deadlines Participate in client/prospect meetings, when required, in support of Wealth Planners to service private clients of JB Group, including contributing to the overall case management process YOUR PROFILE Bachelor or Master degree in Banking, Business Administration, Economics, Finance, Law or a related discipline 2-3 years of professional experience (including internships) in relevant areas (e.g. consultancy, fiduciary company, law firm, private bank, and/or tax advisor) will be a distinct advantage Strong organizational skills and attention to detail Demonstrated entrepreneurial spirit – proactive, self-motivated, and comfortable taking initiative Strong analytical and conceptual thinking abilities, capable of processing complex information quickly Excellent interpersonal, communication, and presentation skills Service-oriented mindset with a dedication to excellence in client support Systematic, precise, and resilient working style – able to deliver quality results under tight deadlines Proficiency in Microsoft Excel and Microsoft PowerPoint and related MS Office tools Ability to work independently with positive interpersonal and communication skills to work effectively with cross-functional teams and stakeholders Self-starter with solution-oriented mindset Fluency in English – Portuguese and/or Spanish will be advantageous For this role based in Zurich (CH), eligibility to work in the country of application throughout the duration of the programme 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

You will support Wealth Planners by managing administrative tasks, preparing client meeting materials, and conducting research on client cases. Additionally, you will act as a point of contact for stakeholders and ensure client profiles are accurately maintained.