28 days ago on direktlink.prospective.ch

Wealth Planner for the Swiss Market

Bank Julius Bär & Co. AG

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 Please refer to JobSuchmaschine in your application

Wealth Planner for the Swiss Market

Wealth Planner for the Swiss Market
Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential – as are the committed teams that provide them.
  • Assist and advise independently the bank's clients and prospects on Swiss legal and tax issues including succession implications;
  • Chair and / or participate regularly in client and prospect meetings;
  • Work alongside a wide variety of external specialists (including lawyers, notaries and other experts);
  • Build strong relationships with Relationship Managers;
  • Recommend and explain appropriate solutions to clients and prospects on Wealth Planning topics;
  • Provide guidance and assistance on financial planning issues for long term Swiss resident clients.
  • Masters degree in law or economics ideally with a post-graduate qualification in tax law or an expert tax diploma;
  • Up to 5 years of relevant experience either in consulting, a reputable law firm, one of the «big four» accountants, or with the Swiss Tax Authorities or Wealth Planning in a bank;
  • A good knowledge of Swiss Civil/Corporate law;
  • Excellent communication skills with service and client oriented personality;
  • Able to think in an entrepreneurial manner both in terms of problem solving and business development opportunities;
  • Present in a competent and well thought out manner;
  • Exercise sound technical judgment and analytical skills;
  • Ability to work under pressure and in an independent way;
  • Team oriented personality with an open, creative, enthusiastic and flexible mindset;
  • Written and spoken fluency in both French and in English;
  • A wholly positive approach to the working environment;
  • Good and efficient personal administration and organisation;
  • Flexibility to travel both within and outside Switzerland.
Stéphanie Bachofner, Human Resources, Bank Julius Baer & Co. Ltd, is looking forward to receiving your full job application through our online application tool.
Apply online
You can find further interesting job opportunities under www.juliusbaer.com/jobs