Wealth Planning Advisor, 100% (f/m/d) job opportunity at Julius Baer.

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DatePosted 5 Days Ago bot
Julius Baer Wealth Planning Advisor, 100% (f/m/d)
Experience: 5-years
Pattern: full-time
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100% (f/m/d)

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degreeDiploma
loacation Geneva, Switzerland
loacation Geneva....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. Based in Geneva, you will become an integral member of the Bank’s esteemed Wealth Planning team, a centre of excellence known for delivering bespoke, sophisticated solutions to high-net-worth individuals across Switzerland and beyond. In this dynamic role, you will combine deep expertise in Swiss civil and tax law with a consultative approach to help clients navigate complex personal and financial landscapes. Working closely alongside senior advisors and relationship managers, you will play a key role in designing and implementing holistic wealth planning strategies. At Julius Baer, entrepreneurship meets responsibility. We value independent thinking, collaboration, and innovation, all anchored in integrity and trust. If you are ready to take ownership of challenging cases and drive impactful outcomes in one of the world’s most prestigious private banking environments, we invite you to become part of our mission to redefine what’s possible in wealth planning. YOUR CHALLENGE Advising and supporting bank clients on civil and tax law matters under Swiss law (in particular tax law, matrimonial property law, inheritance law, and adult protection law) Supporting senior wealth planners in legal and tax assessments and the preparation of client documentation Collaborating with other specialists within the bank to deliver comprehensive client solutions (e.g., working with international colleagues from the Wealth Planning team) Coordinating and cooperating with a range of external experts (lawyers, notaries, and other specialists) Assessing and implementing appropriate legal, tax  and wealth planning solutions for clients residing in Switzerland or in cross-border situations involving Switzerland Contributing to internal Wealth Planning projects and presentations to the clients and the relationship managers of the bank Drafting training documents and presentations YOUR PROFILE Master’s degree in Law or Economics Tax Expertise ongoing/other tax diploma 3 – 5 years of professional experience in private client services (within a consulting firm, a renowned law firm, or a Swiss notary public office), ideally 2 years gained in a big four Solid knowledge of Swiss civil law and tax law Excellent communication skills and a service-oriented, client-focused personality Entrepreneurial thinking and a strong sense of responsibility Professional and well-considered demeanour Sound technical judgement and strong analytical capabilities Team-oriented individual with an open mindset Native French and Business English Advanced proficiency in MS Office (Word, Excel, PowerPoint) Capacity to work and travel within Switzerland (including Vaud and Wallis) 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 .

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