5 days ago on financejobs.ch

Wealth-/Tax Planning Advisor CH

Julius Bär Gruppe AG

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Wealth-/Tax Planning Advisor CH

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
  • Direct client contact and responsibility for own wealth planning mandates
  • Work alongside with other bank specialists for holistic client solutions
  • Coordination and collaboration with a variety of external specialist (lawyers, notaries and other experts)
  • Evaluate and implement appropriate solutions on tax and wealth planning topics to Swiss based clients and prospects or international clients with a link to Switzerland
  • Draft articles on wealth planning topics, act as speaker and participate in internal projects


  • Master degree in law or economics ideally with a post-graduation in tax law or a certified Swiss tax expert diploma
  • Up to 5 to 10 years of experience in taxation, e.g. in a reputable law firm, one of the «big four» accountants, with the Swiss Tax Authorities or Wealth Planning unit in a bank
  • A solid knowledge of Swiss Civil law
  • Excellent communication skills with service and client oriented personality
  • Able to think in an entrepreneurial manner, strong sense of responsibility and high resilience
  • Present in a competent and well thought out manner
  • Exercise sound technical judgment and analytical skills
  • Team oriented personality with an open mindset
  • Written and spoken fluency in both German and English
  • Flexibility to travel within Switzerland

Herr Christian Kirst, Human Resources, Bank Julius Baer & Co. Ltd, is looking forward to receiving your full job application through our online application tool. Herr Christian Kirst, will be pleased to provide you with any additional information you may require on the area of responsibility. You can reach Herr Christian Kirst by phone +41 (0) 58 888 51 06.