Wealth Strategist Specializing in Succession Planning
vor 23 Stunden
At Julius Baer, we foster a culture that celebrates individuality, empowering our team members to be impactful, entrepreneurial, and empowered. Together, we create value beyond wealth.
As a Wealth Strategist Specializing in Succession Planning, you will collaborate closely with Relationship Managers to provide clients and prospects with holistic wealth creation and preservation solutions, helping to attract and anchor assets to the Bank.
Key Responsibilities:
- Support Relationship Managers in providing legal and inheritance advice to high-net-worth private clients based in Switzerland.
- Offer legal and inheritance advice to clients regarding their pension, retirement, real estate, and tax needs.
- Establish direct contact with clients.
- Write specialized articles, act as a presenter at seminars and conferences.
- Manage succession-related projects.
- Collaborate with internal and external specialists.
Requirements:
- Legal or Economics education with a post-graduate degree or training as a notary's clerk.
- 5-10 years of experience in a reputable notary's or lawyer's office, a major financial auditing group, cantonal tax authorities, or a bank with a similar role.
- Flexible to travel in Suisse Romande.
- Excellent command of French and English (other languages an asset).
- Systematic, analytical, and efficient working method.
- Interdisciplinary approach.
- Strong communication skills and excellent customer orientation.
- Ability to work both as part of a team and independently, with an entrepreneurial spirit.
We look forward to receiving your full job application through our online application tool.
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