UHNW Wealth Planner – Family Office & Key Clients

Julius Baer; Zürich; Vor Ort; CHF 150.000 - 250.000; Vollzeit

Zusammenfassung

Julius Baer in Zurich seeks a seasoned Wealth Planner to join JB Wealth Planning. You will provide wealth planning guidance to private clients and collaborate with RMs to shape bespoke wealth solutions.

The role requires deep knowledge of Latin American markets, family governance, philanthropy and tax considerations, with travel to Latin America as needed. Fluent English and Spanish are essential; German is a plus. You will work in an international team delivering excellence for UHNW clients.

Qualifikationen

• Minimum of 10 years of professional experience in relevant financial services sectors or comparable private client practices.
• University degree in Law (Latin American country qualification) and a master in tax; additional family governance qualifications are advantageous.

Aufgaben

• Provide strategic wealth planning guidance to RMs and clients, coordinating the planning process with internal and external experts.
• Implement wealth solutions such as trusts, private companies, and related structures in collaboration with providers.
• Act as a subject matter expert in client interactions, following the JB Advisory Process from fact-finding to follow-up.
• Support UHNW clients with Family Roadmap, Family Purpose including Philanthropy Advisory, and Family Governance.
• Stay current on industry, legal, regulatory and tax changes and inform clients and stakeholders.
• Deliver training and knowledge transfer on wealth planning topics to RMs and other stakeholders.

Kenntnisse

Client-centric

High-net-worth clients

Spanish (native)

English (fluent)

Team player

Travel readiness

Independent

Communication skills

Ausbildung

Law degree (Latin America qualification)

Master in Tax

Family governance knowledge

STEP accreditation (preferred)

Jobbeschreibung

Julius Baer in Zurich seeks a seasoned Wealth Planner to join JB Wealth Planning. You will provide wealth planning guidance to private clients and collaborate with RMs to shape bespoke wealth solutions.

The role requires deep knowledge of Latin American markets, family governance, philanthropy and tax considerations, with travel to Latin America as needed. Fluent English and Spanish are essential; German is a plus. You will work in an international team delivering excellence for UHNW clients.