University Graduate – Wealth Planning Solutions Analyst 100% (f/m/d)

Julius Baer

Master's degree in business or finance
Fluency in english and german languages
Strong analytical and stakeholder management skills
This 18-month Graduate Programme offers three dynamic rotations including an international assignment to shape the future of wealth management

Job Summary

  • This 18-month Graduate Programme offers three dynamic rotations including an international assignment to shape the future of wealth management.
  • The role involves scaling the Holistic Advice initiative and driving the evolution of the 360 Planner platform for advisors.
  • Candidates will collaborate with global stakeholders to ensure seamless integration of Wealth Planning into holistic client conversations.

Matching Summary

This 18-month Graduate Programme offers three dynamic rotations including an international assignment to shape the future of wealth management.

Skills & Requirements

Must-have

  • Master's degree in Business or Finance
  • Fluency in English and German languages
  • Strong analytical and stakeholder management skills

Nice-to-have

  • Initial practical experience in Private Banking
  • Affinity to wealth and estate planning topics
  • Global mindset with excellent interpersonal skills

Key Requirements

  • Master's degree with above-average grades
  • Graduation within the last 12 months
  • Eligibility to work in the country of application

Work Rights

Not specified

Tailored Resume

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