Graduate Programme: Wealth Management & Credit Rotations

Bank Julius Bär & Co. Ltd.; St Peter Port; On-site; GBP 30,000 - 40,000; Full time

Job summary

Julius Baer in Guernsey invites recent graduates to join its 18‑month Graduate Programme designed to unleash potential through three rotations, including an international assignment. You will gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management.

As part of the CRO Division, you will support the Guernsey Branch’s credit team, learn the internal risk framework, contribute to credit proposals, monitor exposures, and assist with

Qualifications

• A bachelor’s degree preferably in related subjects such as Business & Finance, Accountancy, Economics or Law etc. (graduation within the last 3 years)
• Analytical mindset and keen eye for detail
• Strong interpersonal skills with the confidence to communicate & present to individuals at all levels
• Strong working knowledge of the Microsoft Suite, in particular Excel, Word
• A strong work ethic and keen appetite to learn and, in time, undertake professional study
• Passion for wealth management and a desire to create value beyond wealth
• An interest in financial and real estate markets

Responsibilities

• Support the management of the Guernsey Branch’s credit portfolio as part of a small, dedicated team
• Become familiar with the Bank’s internal risk framework as well as external Regulatory requirements
• Help with the daily monitoring of credit exposures, including the handling of any excess positions
• Provide advice and guidance to Relationship Managers on credit related enquiries and issues
• Prepare credit proposals including researching the applicant’s background and analysis of financial statements amongst other aspects
• Oversee the preparation and perfection of loan and security documents
• Assist with periodic reporting and ongoing project initiatives

Skills

Analytical mindset

Interpersonal skills

Microsoft Excel

Attention to detail

Willingness to learn

Interest in wealth management

Education

Bachelor’s degree in Business & Finance or related fields

Tools

Microsoft Word

PowerPoint

Job description

Julius Baer in Guernsey invites recent graduates to join its 18‑month Graduate Programme designed to unleash potential through three rotations, including an international assignment. You will gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management.

As part of the CRO Division, you will support the Guernsey Branch’s credit team, learn the internal risk framework, contribute to credit proposals, monitor exposures, and assist with