Wealth Planning

vor 2 Monaten

Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

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.

You will be working in the Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS) business area in Zürich. We work on key initiatives and projects aim at providing our clients with sophisticated life insurance solutions, working closely with various internal and external stakeholders such as front units, wealth planning advisory, service units and insurance partners. Do you enjoy solving problems and build solutions? Are you passionate about Wealth Management? Are you interested in building up and driving business? We are looking for someone like you to join our team.
YOUR CHALLENGE
  • Participate in projects with multi-functional teams (e.g. Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT, Marketing, Business)
  • Contribute to the positioning and distribution of the life insurance product shelf, supporting Relationship Managers or other relevant business units
  • Support in the maintenance of the life insurance product shelf up to date, e.g. processes, documentation, credit etc.
  • Manage the relationship with a panel of approved international insurance partners
  • Support Wealth Management front units, driving insurance initiatives and sales
  • When required, participate in client meetings / contacts covering insurance needs
  • Be in charge of trainings, i.e. planning and implementing product/country specific seminars and workshops
YOUR PROFILE
  • University degree and/or postgraduate qualification in Law or Business school
  • 5 to 8 years' proven experience in wealth management and/or wealth planning within Insurance and/or Banking sector
  • Solid know-how of insurance products and of financial services industry. Experience with common banking investment products is a value added
  • Great in managing projects, implementing changes, interacting with colleagues at all levels and a born to be a networker who can build up great collaboration within the firm
  • Excellent communication and presentation skills - verbal, written and listening - with the ability to express things simply and directly, maintaining a focused and controlled discussion
  • Team player with entrepreneurial thinking
  • You are fluent in English, further languages would be an advantage

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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