Wealth Planning Strategist

vor 1 Monat


Zürich, Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. Vollzeit
About the Role

As a Wealth Planning Strategist at CH10 - BJB Bank Julius Baer & Co. Ltd., you will play a pivotal role in shaping the future of wealth management.

Job Overview

We celebrate individual qualities and empower our team members to be impactful, entrepreneurial, and empowered. If you enjoy solving complex problems and are passionate about wealth management, this is an exciting opportunity for you.

Key Responsibilities
  • Participate in multi-functional projects with teams such as Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT, Marketing, and Business.
  • Contribute to the positioning and distribution of life insurance products, supporting Relationship Managers or other relevant business units.
  • Maintain the life insurance product shelf up-to-date, including processes, documentation, credit, etc.
  • Manage relationships with approved international insurance partners.
  • Support Wealth Management front units in driving insurance initiatives and sales.
  • Participate in client meetings/contacts covering insurance needs when required.
  • Plan and implement product/country-specific seminars and workshops.
Your Profile

We seek a highly skilled professional with:

  • A university degree and/or postgraduate qualification in Law or Business school.
  • 5-8 years' proven experience in wealth management and/or wealth planning within Insurance and/or Banking sector.
  • Solid know-how of insurance products and financial services industry.
  • Excellent project management, change implementation, and collaboration skills.
  • Fluency in English; further languages are an advantage.
Compensation and Benefits

We offer a competitive salary package in the range of €120,000 - €180,000 per annum, commensurate with experience, plus additional benefits including health insurance, retirement plan, and generous paid time off.



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