At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. Kick-start your career with Julius Baer’s Graduate Programme starting April 2027. 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.
Tasks
- Assist Relationship Managers in their daily tasks.
- Open, service, and maintain client accounts, ensuring client data remains accurate and up to date.
- Coordinate the client onboarding process, collect required documentation, and support compliance with know-your-client (KYC) and anti-money-laundering (AML) requirements.
- Support the team in preparing client and prospect meeting documents, investment proposals across all asset classes, and ad-hoc analyses.
- Process client instructions, track pending transactions, and resolve operational issues with relevant internal teams.
- Act as a secondary contact for day-to-day client enquiries and provide general account-related information.
- Prepare client reports and presentations, portfolio statements, and maintain accurate records of client interactions and instructions.
- Liaise with operational, compliance, legal, and product teams to ensure smooth and timely service delivery.
Requirements
- Master's degree from a university or university of applied sciences with above-average grades (graduated within the last 12 months).
- Fluency in German and English; additional languages are a plus.
- Passion for client engagement, relationship building, and holistic wealth management.
- Excellent communication and interpersonal skills with a global mindset.
- Systematic, precise, and diligent working style with the ability to perform well under pressure.
- Proactive, independent approach with a positive attitude and openness to taking on extra responsibilities.
- Friendly, trustworthy, and integer personality with a high level of risk awareness.
- Strong appetite for learning and a drive for continuous improvement, including challenging the status quo.
- Ability to adapt to diverse situations and work effectively with relationship managers and clients from varied backgrounds.
- Eligibility to work in the country of application (Switzerland).
Benefits
- Tailored career path to develop expertise in your chosen field while growing personally and professionally.
- Gain international experience and work with diverse teams.
- Learn from industry leaders and peers and build a strong network.
- Contribute to projects that make a real difference from day one.
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Über uns
Das Team
You will join the ultra-high-net-worth individual (UHNWI) team within Region Western Markets & Switzerland, serving multi-generational families and entrepreneurs in an international environment, coordinating bespoke structures and drawing on internal and external experts to address the full spectrum of client needs.