Wealth Planner Key Clients & Family Office Services, Zürich, 100% (f/m/d)

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

We seek a highly skilled Wealth Planner to join Julius Baer (JB) Wealth Planning based in Zurich, Switzerland.

Wealth Planning, a unit of Global Products & Solutions (GPS), is a core offering of the JB Group and provides specialist wealth planning to support Relationship Managers (RMs) in acquiring, maintaining, and retaining private client relationships.

Your main responsibility will be to provide wealth planning guidance and introduce wealth planning products and solutions to meet the needs of our private clients.

The successful candidate will stand out for their ability to deliver excellence in two key areas. The first is as subject matter expert in Latin American markets where agility in wealth planning topics incl...