Wealth Planning Graduate — Global Rotations & Growth

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

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.