UHNW Specialist in UHNW Competence Centre 100% (f,m,d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

14 May, 26

Salary

0.0

Posted On

13 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Proposals, Client Presentations, Data-Driven Analysis, Client Engagement, Wealth Management Approach, Integrated Solutions, Service Development, Product Offering, MS Office, Data Analysis, Independent Work, Teamwork, Sales Orientation, Analytical Thinking, Solution-Oriented, Assertiveness

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. Julius Bär is the leading Swiss wealth management group, advising and supporting sophisticated private clients around the world. In everything we do, we focus on what truly matters to them—professionally and personally, today and for generations to come. Headquartered in Zurich, we operate in around 60 locations worldwide, including Dubai, Frankfurt, Geneva, Hong Kong, London, Lugano, Luxembourg, Madrid, Mexico City, Monaco, Mumbai, Shanghai, Singapore, and Tel Aviv. In Private Banking, we serve sophisticated private clients with tailored solutions and the highest level of discretion. To further strengthen our UHNWI client segment and in line with our 2026–2028 strategy, we are seeking an individual to join our UHNW Centre of Competence in Zurich. Become part of our team and start with us in a full-time role immediately. YOUR CHALLENGE As a UHNW Specialist in the UHNW competence Centre you will cover: Development of holistic investment proposals and client presentations in close collaboration with our product specialists Data‑driven needs analysis and identification of client engagement opportunities Participation in client meetings and the ability to present our holistic wealth management approach and integrated solutions in a compelling manner Contribution to and further development of our services and product offering for UHNW clients Support with ad‑hoc tasks as needed YOUR PROFILE Completed university degree (economics, banking, finance, law) or equivalent education or professional experience Broad technical knowledge and experience across all banking services and solutions, such as liquid assets, private markets, lending, wealth planning, trading and technology solutions used by Single Family Offices (e.g. FIX trading) Several years of professional experience in a comparable role, ideally with experience in client facing roles Solid MS Office skills, in particular the ability to analyse large datasets in a structured manner Independent, reliable, and strong communicator, who enjoys working in a team Outgoing personality with strong service and sales orientation, combined with a friendly, polished, and professional demeanour Strong analytical thinking skills, customer and service orientation, ability to work under pressure, solution-oriented mindset and assertiveness 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 specialist will be responsible for developing holistic investment proposals and client presentations in collaboration with product specialists, alongside conducting data-driven needs analysis to identify client engagement opportunities. This role also involves participating in client meetings to present integrated wealth management solutions and contributing to the development of services for UHNW clients.