Wealth Planner specialized on successions - part-time 50%
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.
Responsible to close working collaboration with Relationship Managers to provide clients / prospects with holistic wealth creation and preservation solutions that will help attract and anchor assets to the Bank.
YOUR CHALLENGE
- Support Relationship Managers in providing legal and inheritance advice to high-net-worth private clients based in Switzerland
- Provide legal and inheritance advice to clients in relation to their pension, retirement, real estate and tax needs
- Establish direct contact with clients
- Write specialized articles, act as presenter at seminars and conferences,
- Manage succession-related projects
- Collaborate with internal / external specialists
YOUR PROFILE
- Legal or Economics education with a post-graduate degree / training as a notary's clerk
- From 5 to 10 years' experience in a reputable notary's or lawyer's office, in a major financial auditing group, with cantonal tax authorities or in a bank with a similar role
- Flexible to travel in Suisse Romande
- Excellent command of French and English (other languages an asset)
- Systematic, analytical and efficient working method
- Interdisciplinary approach
- Strong communication skills and excellent customer orientation
- Ability to work both as part of a team and independently, with an entrepreneurial spirit
We are looking forward to receiving your full job application through our online application tool.
Wealth Planner specialized on successions - part-time 50%
Responsible to close working collaboration with Relationship Managers to provide clients/prospects with holistic wealth creation and preservation solutions that will help attract and anchor assets to the Bank. Strong communication skills and excellent customer orientation . We are looking forward to...
Assistant/e Administrative 60% H/F
Assistant/e administrative de direction à 60% H/F. ...
Project Manager Communication (H/F/D)
Nous recherchons actuellement un Project Manager Communication pour rejoindre le service Change Management Transformation Office de notre client et contribuer à un projet de transformation de grande envergure. Contact : Ivan Fraga - Branch Manager - ****************. ...
Project Manager
Maîtrise des outils de gestion de projet (MS Project, etc. ...
Specialist Receptionist
If you are passionate about greeting people, creating the best first impression, making everyone feel welcomed in a young, fresh and dynamic company, then this is your opportunity:.As the first point of contact at reception and on the phone of our headquarter in Pully, you represent our company.Welc...
Senior Project Manager:in 80-100% [Ref:2563]
Erfüllen von Kundenerwartungen sowie erkennen von Potenzialen und Schwerpunkten.Direkter Ansprechpartner für Projektkunden.Sicherstellen von Rahmenbedingungen zur reibungslosen Zusammenarbeit im Projektteam.Abgeschlossene Ausbildung im kaufmännischen Bereich.Umfangreiche Erfahrung im Projektmanageme...
SAP FI Business Analyst - cFin - ManagementAccounting
Are you looking for a new challenge as an SAP FinanceAnalyst?. With a proven background as a functionalanalyst in Management Accounting teams in an SAP context, youwill:. Interact with Management Acocunting IT and businessteams. Review BusinessBlueprint Documents. ...
Assistant Administratif / Assistante Administrative
Exécution de toutes les tâches administratives . ...
Product Owner IT
Fournir le support requis par les utilisateurs des logiciels pendant la phase de support post mise en production; Contribuer à la résolution des incidents en collaboration avec les responsables métier pendant la phase de support post mise en production. Expérience significative en tant que Product o...
Business Analyst Senior - F/H/X
Nous recherchons un(e) Business Analyst polyvalent, capable d'endosser également le rôle de Project Manager, PMO ou Product Owner, pour piloter des projets stratégiques et accompagner les équipes dans l'optimisation des processus métiers. Vous avez minimum 5 ans d’expérience en tant que Business Ana...