University Graduate – Wealth Planning 100% (f/m/d)

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.

Are you about to complete your bachelor’s or master’s degree, or recently graduated and ready to turn ambition into impact? At Julius Baer, we empower graduates to shape the future of wealth management.

Our 18-month Graduate Programme is designed to unleash your potential through three dynamic rotations, including an international assignment. You’ll gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management.

Your team:

As part of the Wealth Planning (WP) unit you will join Wealth Planning Europe team, which plays a key role in supporting 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.

What’s in it for you?

• Tailored career path: Develop expertise in your chosen field while growing personally and professionally
• Global perspective: Gain international experience and work with diverse teams
• Community & mentorship: Learn from industry leaders and peers and build a strong network

• Impactful work: Contribute to projects that make a real difference from day one

YOUR CHALLENGE

• Research on client cases and relevant issues within WP, providing valuable insights to the team

• Prepare pitch and client meeting decks ensuring they are well-developed, fact-based, engaging and tailored to the clients' needs covering different Markets

• Ensuring 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 in support of Wealth Planners to service private clients of JB Group, including contributing to the overall case management process

• Agile mindset and curiosity enabling you to provide cross-European wealth planning guidance (i.e. skills and understanding in multiple European markets are a distinct advantage, including language and cultural affinity)

YOUR PROFILE

• First-class or upper second-class honours university degree, or university of applied sciences, in business, law, tax, or a related discipline (graduation max. 12 months ago). A university degree, professional certifications, or demonstrable knowledge of UK tax and law would be considered a distinctive advantage

• Initial practical experience in private client practices (e.g. private bank, legal practice, tax advisor, consultancy and/or fiduciary company) will be an advantage

• Passion for wealth planning and a desire to create value beyond wealth

• A global mindset, excellent interpersonal skills, and a strong appetite for learning

• Fluency in English, with additional European languages being a plus

• Eligibility to work in the country where you apply for the position

We arelooking 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.