Summer Internship 2026 – Wealth Planning 100% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Planning, Client Advising, Business Support, System Maintenance, Content Preparation, Cross-Jurisdictional Cases, Presentation Development, Client Briefings, Research, Problem Solving, Interpersonal Skills, Learning Aptitude

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. Be Empowered with our 10-week Summer Internship Programme. Join us for a 10-week internship from 1 July to 4 September 2026 and spend your summer discovering the opportunities and challenges of the wealth management industry. As a student, this internship is a chance to explore your interests, develop new skills, and gain hands-on experience working alongside experienced professionals on real projects. Our programme includes various learning sessions as well as networking opportunities, allowing you to connect with colleagues and our graduates. Whether you are passionate about law, finance, technology, or innovative problem-solving, our programme provides the ideal environment to learn, grow, and thrive. Apply now and join our dynamic team for a summer of learning, innovation, and excitement! Your team As part of Wealth Planning (WP) team, you will have the opportunity to work directly with experienced Wealth Planners in their advising our clients and their families. You will be responsible for tasks supporting Wealth Planners globally, and more specifically our Key Clients & Family Office Services team, providing business support, ensuring the accuracy and maintenance of our client management system, and preparing engaging content for client meetings and prospect pitches. During your journey, you will gain experience and insight into the work of advising international families with focus on cross-jurisdictional complex cases, collaborating with different departments within Wealth Planning, including but not limited to WP Positioning & Platforms, WP Life Insurance, WP Fiduciary Solutions, etc. You will be actively involved in developing presentations, client briefings, and gaining first-hand experience and acquiring relevant knowledge and personal skills. YOUR CHALLENGE Your scope of work will include: Supporting experienced Wealth Planning professionals in their daily business Developing WP Content and researching particular cross-border wealth planning topics Analyze and draft client briefings for client distribution Your learning will encompass: What wealth planning in a leading global private bank entails How to manage real client cases and the client interaction that goes along with that Problem-solving and delivering solutions, rather than just answering the question YOUR PROFILE Bachelor student from 2nd year onwards or enrolled Master student in the field(s) of Law or International Private Law Initial practical experience in law-firms or consultancy firms and skills/knowledge in cross-jurisdictions is a plus Fluency in English with other languages a distinct plus (e.g. Spanish, Portuguese or German) Passion for wealth management and a desire to create value beyond wealth A global mindset, excellent interpersonal skills, and a strong appetite for learning Registered in the country of application with a valid work permit Applications are reviewed on a rolling basis. We appreciate your early application and thank you for your patience during the review process. 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

The intern will support experienced Wealth Planning professionals in their daily business, including developing content and researching cross-border wealth planning topics. Responsibilities also involve analyzing and drafting client briefings for distribution.