Graduate Associate: Private Banking & Wealth Management

Julius Baer; Genf; Vor Ort; CHF 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

Tailored career path

Global perspective

Mentorship network

Impactful work

Zusammenfassung

Julius Baer in Geneva invites graduates to join an 18-month Graduate Programme starting April 2027. You will rotate through three dynamic areas, gain hands-on experience, and build a global network in wealth management.

You will support relationship managers, handle client onboarding, and contribute to regulatory compliance, with mentorship and a clear path to impact in a leading private bank.

Qualifikationen

• Master's degree from a university or university of applied sciences with above-average grades in finance, economics, business, or a related field. (graduation max. 12 months ago)
• Initial practical experience in financial services, client-facing operations, or administrative coordination. Experience managing detailed documentation, multiple stakeholders, and remaining professional under pressure is particularly relevant
• Passion for wealth management and a desire to create value beyond wealth
• A global mindset, excellent interpersonal skills, and a strong appetite for learning
• Fluency in English. Arabic is an advantage
• Eligibility to work in the country where you apply for the position

Aufgaben

• Support relationship managers in day-to-day portfolio management - preparing client reviews, investment proposals, and performance analyses
• Manage client documentation and records - maintaining accurate and up-to-date client files, including Know Your Customer (KYC) profiles, account opening documentation, and periodic review materials
• Assist with client onboarding and regulatory compliance - ensuring adherence to KYC and Anti-Money Laundering (AML) requirements
• Process account transactions and instructions - executing client requests such as transfers, payments, and account maintenance activities in coordination with operations teams
• Coordinate with internal teams and manage scheduling - organizing client meetings, tracking action items, and ensuring timely completion of outstanding requests across investment, legal, compliance, and operations
• Prepare client materials and correspondence - drafting meeting packs, performance summaries, and standard communications on behalf of relationship managers
• Support compliance and audit readiness - assisting with periodic file reviews, ensuring documentation completeness, and tracking regulatory deadlines

Kenntnisse

Fluency in English

Arabic language awareness

Client-facing operations

Ausbildung

Master's degree in Finance, Economics or Business

Jobbeschreibung

Julius Baer in Geneva invites graduates to join an 18-month Graduate Programme starting April 2027. You will rotate through three dynamic areas, gain hands-on experience, and build a global network in wealth management.

You will support relationship managers, handle client onboarding, and contribute to regulatory compliance, with mentorship and a clear path to impact in a leading private bank.