Global UHNW Wealth Planner – Family Office & Key Clients

Bank Julius Bär & Co. Ltd. in Zurich seeks a highly skilled Wealth Planner to coordinate wealth planning for RMs and UHNW clients, delivering strategic guidance and acting as a trusted advisor across the wealth planning process.

You will implement private foundations, trusts, and other structures in collaboration with internal and external providers, and stay abreast of regulatory changes. Travel to Latin America may be required to win and retain key relationships.