Global Wealth Planning Graduate - 18-Month Rotation

Julius Baer; Zürich; Vor Ort; CHF 70.000 - 100.000; Vollzeit

Zusammenfassung

Julius Baer in Switzerland invites graduates to join its 18‑month Graduate Programme starting April 2027, featuring three rotations including an international assignment. You will gain hands-on experience, build a global network, and lay the foundation for a career in wealth management within the Wealth Planning Europe unit.

You will research client cases, prepare tailored client decks, maintain profiles, and support Wealth Planners across European markets.

Qualifikationen

• Bachelor or master degree in business, law, tax, or related field
• Graduation within 12 months (preferred)
• Experience in private client practices is advantageous

Aufgaben

• Research on client cases within Wealth Planning, providing insights to the team
• Prepare pitches and client meeting decks tailored to markets
• Ensure client profiles are up to date and properly administered
• Gather data from multiple sources, generate reports within deadlines
• Support Wealth Planners in meetings and contribute to case management
• Demonstrate Agile mindset and cross-European wealth planning knowledge

Kenntnisse

English fluency

Interpersonal skills

Team collaboration

Learning mindset

Multilingual

Ausbildung

Honours degree in business/law/tax

Jobbeschreibung

Julius Baer in Switzerland invites graduates to join its 18‑month Graduate Programme starting April 2027, featuring three rotations including an international assignment. You will gain hands-on experience, build a global network, and lay the foundation for a career in wealth management within the Wealth Planning Europe unit.

You will research client cases, prepare tailored client decks, maintain profiles, and support Wealth Planners across European markets.