Graduate Wealth Management Associate

Bank Julius Bär & Co. Ltd.; Genf; Vor Ort; CHF 85.000 - 110.000; Vollzeit

Benefits dieser Stelle

Mentorship program

International assignment

Global network

Flexible working options

Zusammenfassung

Julius Baer in Geneva is launching an 18-month Graduate Programme starting April 2027. You will rotate across functions, with an international assignment and hands-on experience in wealth management, building a global network and shaping your career from day one.

You will support relationship managers, manage client documentation, assist with onboarding and regulatory compliance, and coordinate cross-team activities to deliver client value.

Qualifikationen

• Master's degree with above-average grades (finance/economics/business).
• Graduation max. 12 months ago; early-career stage.
• Initial practical experience in financial services or client-facing roles.
• Experience managing detailed documentation and multiple stakeholders.
• Passion for wealth management and value creation.
• Global mindset and strong learning agility.
• Fluency in English; Arabic is an advantage; eligible to work.

Aufgaben

• Support relationship managers in day-to-day portfolio management and client reviews.
• Prepare investment proposals and performance analyses.
• Manage client documentation including KYC and onboarding files.
• Coordinate onboarding and regulatory compliance activities.
• Process account transactions and requests with operations teams.
• Coordinate meetings and track action items across teams.
• Draft client materials and standard communications for RMs.
• Assist with periodic file reviews and regulatory deadlines.

Kenntnisse

Fluent English

Arabic (advantage)

Interpersonal skills

Strong learning ability

Detail-oriented

Ausbildung

Master's degree in finance/economics/business

Graduation within 12 months

Tools

Regulatory documentation handling

Jobbeschreibung

Julius Baer in Geneva is launching an 18-month Graduate Programme starting April 2027. You will rotate across functions, with an international assignment and hands-on experience in wealth management, building a global network and shaping your career from day one.

You will support relationship managers, manage client documentation, assist with onboarding and regulatory compliance, and coordinate cross-team activities to deliver client value.