Wealth Planner specialized on successions - part-time 50%

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.

Responsible to close working collaboration with Relationship Managers to provide clients/prospects with holistic wealth creation and preservation solutions that will help attract and anchor assets to the Bank.

YOUR CHALLENGE

• Support Relationship Managers in providing legal and inheritance advice to high-net-worth private clients based in Switzerland
• Provide legal and inheritance advice to clients in relation to their pension, retirement, real estate and tax needs
• Establish direct contact with clients
• Write specialized articles, act as presenter at seminars and conferences, 
• Manage succession-related projects
• Collaborate with internal/external specialists

YOUR PROFILE

• Legal or Economics education with a post-graduate degree / training as a notary's clerk
• From 5 to 10 years' experience in a reputable notary's or lawyer's office, in a major financial auditing group, with cantonal tax authorities or in a bank with a similar role
• Flexible to travel in Suisse Romande
• Excellent command of French and English (other languages an asset) 
• Systematic, analytical and efficient working method 
• Interdisciplinary approach 
• Strong communication skills and excellent customer orientation 
• Ability to work both as part of a team and independently, with an entrepreneurial spirit

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.

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