Wealth Planner - Zurich

Wealth Planning Europe, Middle East & Africa (EMEA) is comprised of dedicated front office sales personnel with success specifically linked to the ultimate delivery of Wealth Management solutions. You will discuss planning with clients across their entire financial lifecycle from ...

Join the GPS Associate Programme, a structured 18 months development journey designed for ambitious early-career professionals aiming to build a career in private banking. · You will embark on a dynamic program combining rotational assignment, intensive training,<span style= ...

We celebrate and value individual qualities enabling you to create value beyond wealth at Julius Baer. · Advising bank clients on Swiss tax matters · ...

We celebrate and value individual qualities enabling impactful, entrepreneurial, empowered people to create value beyond wealth. · ...

Join the GPS Associate Programme in Zurich for an 18-month development journey in private banking. · ...

At Julius Baer, we celebrate and value the individual qualities you bring. · Advising and supporting bank clients on Swiss tax and legal matters · ...

The GPS Associate Programme is a structured development journey for ambitious early-career professionals aiming to build a career in private banking. As part of the Wealth Planning team in Zurich, you will embark on an 18-month program combining rotational assignments, intensive ...

+ YOUR CHALLENGE · Advising and supporting bank clients on Swiss tax and legal matters · Assisting senior wealth planners in conducting tax assessments and preparing client documentation · ...

We are looking for a Junior Wealth Planner to join our team in Zurich. The successful candidate will have a Bachelor's or Master's degree in Law and 1-3 years of experience in private client services. · Bachelor's or Master's degree in Law · 1 to 3 years of professional experienc ...

We celebrate and value the individual qualities you bring enabling you to be impactful entrepreneurial empowered and create value beyond wealth Join Julius Baer s GPS Associate Programme a structured development journey aimed at ambitious early-career professionals looking to bui ...

The GPS Associate Programme at Julius Baer offers a structured 18 months development journey for ambitious early-career professionals aiming to build a career in private banking. · ...

Join the GPS Associate Programme and work with experienced Wealth Planners in advising clients and their families. You will be responsible for tasks such as providing administrative support and preparing engaging content for client meetings. · ...

We celebrate individual qualities you bring at Julius Baer. · Bachelor or Master's degree in Banking, Business Administration, Economics, Finance, Law or a related discipline. · Professional experience in relevant areas (consultancy law firm private bank tax advisor) will be an a ...

Join the GPS Associate Programme,a two-year journey designed for ambitious early-career professionals aiming to build a successful career in Private Banking. · Act as point of contact for internal/external stakeholders · Prepare client meeting decks · Research on client cases · ...

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. · ...

The Insurance Center of Excellence serves as the group centre of competence on the insurance offering of Wealth Planning team. The CoE on insurance manages the insurance broker network, provides expertise, governance, training and oversight to ensure insurance offering is rolled ...

Our Company EFG International is a global private banking group offering private banking and asset management services. · Product Expertise Due Diligence Governance · Evaluate insurance brokers and product lines for strength competitiveness and suitability. · ...

We're looking for a trust product and transaction specialist to partner with in-house wealth planners, control functions and external counsel to provide comprehensive support on standard and non-standard trust related transactions. · partner with in-house wealth planners, control ...

Job summary: Join the GPS Associate Programme as a Wealth Planning Associate in Zurich, Switzerland. As part of the Global Products & Solutions unit, you will support Relationship Managers in advising clients on their wealth planning needs. ...

We celebrate individual qualities enabling you to be impactful, entrepreneurial, empowered creating value beyond wealth. Join GPS Associate Programme for ambitious early-career professionals aiming to build successful career in Private Banking. · ...