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Wealth Planning Specialist

vor 2 Monaten

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

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value individual qualities and empower our team members to create value beyond wealth. We are shaping the future of wealth management together.

Your Challenge

  • Participate in projects with multi-functional teams, collaborating with 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.
  • Support the maintenance of the life insurance product shelf, ensuring processes, documentation, and credit are up to date.
  • Manage relationships with a panel of approved international insurance partners.
  • Support Wealth Management front units, driving insurance initiatives and sales.
  • Participate in client meetings and contacts covering insurance needs.
  • Plan and implement 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 the financial services industry.
  • Excellent communication and presentation skills, with the ability to express things simply and directly.
  • Team player with entrepreneurial thinking.
  • Fluency in English, with further languages an advantage.

We look forward to receiving your full job application through our online application tool.