Wealth Planner Key Clients & Family Office Services, Zürich, 100% (f/m/d) — Julius Baer
- Location
- Zurich
- Contract
- other
- Posted
- —
Role overview
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.
We seek a highly skilled Wealth Planner to join Julius Baer (JB) Wealth Planning based in Zurich, Switzerland.
- 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.
- Professional Qualifications & Education
- Minimum of 10 years of professional experience in relevant financial services sectors or comparable private client practices (e.g. private bank, legal practice, tax advisor, fiduciary company)
Key requirements
- Professional Qualifications & Education
- Minimum of 10 years of professional experience in relevant financial services sectors or comparable private client practices (e.g. private bank, legal practice, tax advisor, fiduciary company)
- University degree in Law (a Latin American country qualification), master in tax or a related field is a must.
- Additional qualifications on family governance and experience in servicing private clients would be of advantage.
- Additional courses linked to the area of expertise, such as STEP accreditation, are preferred Experience & Competencies
- Client-centric approach.
- Passion for wealth planning advice for private HNW and UHNW individuals
- Engaging personality with the ability to work effectively with high-net-worth clients, ensuring their needs and objectives are met
- Travel to win, maintain and retain Clients will be required on an ad hoc basis, including to Latin America
Application process
- We are looking forward to receiving your full job application through our online application tool.
- Further interesting job opportunities can be found on our Career site.
- Is this not quite what you are looking for?
- Set up a job alert by creating a candidate account here.
Company and context
- Strong organizational skills and attention to detail.
- Strong work ethic, being a team player and collaborating with different stakeholders as part of an international team of wealth planning professionals
- Excellent written and verbal communication skills
- Ability to work independently and collaborate effectively within a domestic and global team, both in person and in virtual formats
- Self-starter with a solution-oriented mindset
- Spanish native speaker.
- Fluent in English.
- Additional European language skills, including German are a distinct advantage
Additional details
- Here, experience in family governance topics and harmonizing these with the wealth structures needed will distinguish the ideal profile.
- Additional courses linked to the area of expertise, such as STEP accreditation, are preferred Experience & Competencies
Notes and original content
- YOUR CHALLENGE
- YOUR PROFILE
- Additional courses linked to the area of expertise, such as STEP accreditation, are preferred
- Experience & Competencies
Questions about this listing
What salary does Julius Baer offer for this role?
Julius Baer lists CHF 73'500 - 111'500 gross per year for this position in Zurich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Julius Baer offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Julius Baer during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Julius Baer?
Use the "Apply now" button on this page — it links directly to Julius Baer's original listing at juliusbaer.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
