Jobs Companies Julius Baer University Graduate – Wealth Planning 100% (f/m/d)

About this University Graduate – Wealth Planning 100% (f/m/d) role at Julius Baer

Julius Baer · Onsite · Zurich

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.

Kick-start your career with Julius Baer’s Graduate Programme – April 2027

Are you about to complete your bachelor’s or master’s degree, or recently graduated and ready to turn ambition into impact? At Julius Baer, we empower graduates to shape the future of wealth management.

Our 18-month Graduate Programme is designed to unleash your potential through three dynamic rotations, including an international assignment. You’ll gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management.

Your team:

As part of the Wealth Planning (WP) unit you will join Wealth Planning Europe team, which plays a key role in supporting Relationship Managers in acquiring, maintaining, and retaining domestic and international private clients by providing a broad range of WP products and services, including Family Office Services, Philanthropy, Relocation, Retirement, Succession, Taxation and Wealth Overview.

What’s in it for you?

• Tailored career path: Develop expertise in your chosen field while growing personally and professionally
• Global perspective: Gain international experience and work with diverse teams
• Community & mentorship: Learn from industry leaders and peers and build a strong network
• Impactful work: Contribute to projects that make a real difference from day one

YOUR CHALLENGE

  • Research on client cases and relevant issues within WP, providing valuable insights to the team

  • Prepare pitch and client meeting decks ensuring they are well-developed, fact-based, engaging and tailored to the clients' needs covering different Markets

  • Ensuring complex clients are properly administered and profiles are kept up to date

  • Gather and compile data from multiple sources, generate reports, ensure completeness within deadlines

  • Participate in client/prospect meetings in support of Wealth Planners to service private clients of JB Group, including contributing to the overall case management process

  • Agile mindset and curiosity enabling you to provide cross-European wealth planning guidance (i.e. skills and understanding in multiple European markets are a distinct advantage, including language and cultural affinity)

YOUR PROFILE

  • First-class or upper second-class honours university degree, or university of applied sciences, in business, law, tax, or a related discipline (graduation max. 12 months ago). A university degree, professional certifications, or demonstrable knowledge of UK tax and law would be considered a distinctive advantage

  • Initial practical experience in private client practices (e.g. private bank, legal practice, tax advisor, consultancy and/or fiduciary company) will be an advantage

  • Passion for wealth planning and a desire to create value beyond wealth

  • A global mindset, excellent interpersonal skills, and a strong appetite for learning

  • Fluency in English, with additional European languages being a plus

  • Eligibility to work in the country where you apply for the position

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

Ready to apply to Julius Baer?
Apply to Julius Baer

About Julius Baer

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegialit

See all jobs at Julius Baer →

Similar jobs

Julius Baer
Assistant Relationship Manager - Product Specialist
Julius Baer
⚡ Apply early Dubai Onsite
● New 👁 Seen ✓ Applied 1d ago
Julius Baer
Junior Portfolio Manager, 100%, Geneva (f/m/d)
Julius Baer
⚡ Apply early Geneva Onsite
● New 👁 Seen ✓ Applied 1d ago
Julius Baer
Workplace Safety & Physical Security Officer (Zürich, 100%) (f/m/d)
Julius Baer
⚡ Apply early Zurich Onsite
● New 👁 Seen ✓ Applied 1d ago
Julius Baer
Account Manager, Geneva, 100% (f/m/d)
Julius Baer
⚡ Apply early Geneva Onsite
● New 👁 Seen ✓ Applied 1d ago
Julius Baer
Senior Analysis & Delivery Lead 100% (f/m/d) (Contract through our external payroll partner with immediate start until 31.12.2027 with possible extension)
Julius Baer
⚡ Apply early Zurich Onsite
● New 👁 Seen ✓ Applied 4d ago
Julius Baer
HR Support Specialist - 100% (w,m,d)
Julius Baer
⚡ Apply early Zurich Onsite
● New 👁 Seen ✓ Applied 4d ago
Julius Baer
Application Support Specialist + ServiceNow Support - 2nd Level Support 100% (f-m/d)
Julius Baer
⚡ Apply early Madrid Onsite
● New 👁 Seen ✓ Applied 4d ago
Julius Baer
Non-Financial Risk Expert
Julius Baer
⚡ Apply early Singapore Onsite
● New 👁 Seen ✓ Applied 5d ago
Julius Baer
Data Scientist 100% (f/m/d)
Julius Baer
⚡ Apply early Zurich Onsite
● New 👁 Seen ✓ Applied 5d ago

Sign up for suggestions tailored to the jobs you open and the searches you save.

More jobs at Julius Baer

See all jobs at Julius Baer →

Apply now
🤖

Whoa — hold up

JobsRadar was built for real people having a rough time in their job search — not for automated requests. You're clicking way too fast and you're now temporarily blocked.

Come back later. If you're genuinely job hunting, we've got your back — just act like a human.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Get an edge on your job hunt.

Join our Telegram channel for the stuff that helps you land the role — salary benchmarks, the weekly market pulse, and new-feature drops. No spam, just signal.

Join the channel — it's free