University Graduate – Wealth Planning 100% (f/m/d)

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Zusammenfassung

Julius Baer invites recent graduates to join its 18-month Graduate Programme starting April 2027. You will rotate through Wealth Planning Europe, gaining hands-on experience and a global network within a premier private banking group.

The programme includes an international assignment, mentorship, and exposure to Family Office, Taxation and Wealth Overview services, designed to launch a career in wealth management.

Qualifikationen

• Bachelor's or Master's degree in business, law, tax or related discipline.
• Fluency in English; additional European languages a plus.
• Initial practical experience in private client practices is advantageous.

Aufgaben

• Research on client cases within Wealth Planning.
• Prepare client decks and pitches tailored to markets.
• Ensure client profiles are up to date and compliant.
• Gather data from multiple sources and generate reports.

Kenntnisse

Fluency in English

Global mindset

Interpersonal skills

Learning agility

Ausbildung

Bachelor's or Master's degree

UK tax & law knowledge (advantage)

Tools

Microsoft Office

Jobbeschreibung

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Kick‑start your career with Julius Baer’s Graduate Programme – April 2027

Are you about to complete your bachelor’s or master’s degree, or recently graduated and ready to turn ambition into impact? At Julius Baer, we empower graduates to shape the future of wealth management. Our 18‑month Graduate Programme is designed to unleash your potential through three dynamic rotations, including an international assignment. You’ll gain hands‑on experience, build a global network, and lay the foundation for a thriving career in wealth management.

Your team:

As part of the Wealth Planning (WP) unit you will join Wealth Planning Europe team, which plays a key role in supporting Relationship Managers in acquiring, maintaining, and retaining domestic and international private clients by providing a broad range of WP products and services, including Family Office Services, Philanthropy, Relocation, Retirement, Succession, Taxation and Wealth Overview.

What’s in it for you?

• Tailored career path: Develop expertise in your chosen field while growing personally and professionally
• Global perspective: Gain international experience and work with diverse teams
• Community & mentorship: Learn from industry leaders and peers and build a strong network
• Impactful work: Contribute to projects that make a real difference from day one

YOUR CHALLENGE

• Research on client cases and relevant issues within WP, providing valuable insights to the team
• Prepare pitch and client meeting decks ensuring they are well‑developed, fact‑based, engaging and tailored to the clients' needs covering different Markets
• Ensuring complex clients are properly administered and profiles are kept up to date
• Gather and compile data from multiple sources, generate reports, ensure completeness within deadlines
• Participate in client/prospect meetings in support of Wealth Planners to service private clients of JB Group, including contributing to the overall case management process
• Agile mindset and curiosity enabling you to provide cross‑European wealth planning guidance (i.e. skills and understanding in multiple European markets are a distinct advantage, including language and cultural affinity)

YOUR PROFILE

• First‑class or upper second‑class honours university degree, or university of applied sciences, in business, law, tax, or a related discipline (graduation max. 12 months ago).
• A university degree, professional certifications, or demonstrable knowledge of UK tax and law would be considered a distinctive advantage
• Initial practical experience in private client practices (e.g. private bank, legal practice, tax advisor, consultancy and/or fiduciary company) will be an advantage
• Passion for wealth planning and a desire to create value beyond wealth
• A global mindset, excellent interpersonal skills, and a strong appetite for learning
• Fluency in English, with additional European languages being a plus
• Eligibility to work in the country where you apply for the position

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.

Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first‑class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well‑being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form.