Wealth Management Specialist
vor 1 Monat
At CH10 - BJB Bank Julius Baer & Co. Ltd., we celebrate individuality and empower our employees to make a meaningful impact.
About the RoleWe are seeking a seasoned Wealth Management Specialist to join our Wealth Planning Life Insurance team in Zürich, focusing on sophisticated life insurance solutions for our clients.
Your Challenge:
- Collaborate with multi-functional teams to drive project initiatives and position life insurance products effectively.
- Contribute to maintaining an up-to-date life insurance product shelf, encompassing processes, documentation, and more.
- Build and manage relationships with approved international insurance partners.
- Support front units in driving insurance initiatives and sales within Wealth Management.
Your Profile
- Possess a university degree or postgraduate qualification in Law or Business school.
- Hold 5-8 years of experience in wealth management and/or wealth planning within Insurance and/or Banking sector.
- Demonstrate solid knowledge of insurance products and financial services industry, with common banking investment products as a valuable asset.
- Excel at managing projects, implementing changes, and interacting with colleagues across levels, showcasing excellent communication, presentation, and networking skills.
- Be a team player with entrepreneurial thinking, fluent in English, and possessing further languages as an advantage.
The ideal candidate will have a proven track record in wealth management and a passion for delivering exceptional results. A competitive estimated salary for this role is CHF120,000 - CHF180,000 per annum, commensurate with experience.
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