Flexible Work

Financial Benefits

Family Programmes

Network & Communities

Sports, Leisure and Well-being

Health Cash Plan

Save as You Earn

Large

Julius Baer is a financial institution that specialises in private banking and wealth management services, catering to high-net-worth individuals and businesses. The company's core focus is on providing personalised financial advice, investment solutions, and asset management services to help clients grow and preserve their wealth. Julius Baer's ultimate goal is to be a trusted partner in helping clients secure their financial futures and achieve their financial aspirations. Their purpose revolves around offering expert guidance and tailored financial strategies that enable clients to manage and grow their assets effectively, ensuring financial security and prosperity. Through their services, Julius Baer aims to empower their clients to make informed financial decisions and optimise their wealth management.

Finance

Julius Baer

Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.

You must have a Master's or Bachelor's degree in relevant fields, practical finance experience, strong analytical skills, excellent communication, fluency in German/English, and good Microsoft Office knowledge.

You will manage client relationships, support new client acquisition, develop wealth management solutions, create presentations, assist in marketing activities, and implement projects.

Sales & Business Development

Banking & Finance

Frankfurt

<div>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&rsquo;s shape the future of wealth management together.
Julius B&auml;r ist die f&uuml;hrende Schweizer Wealth-Management-Gruppe. Wir beraten und begleiten anspruchsvolle Privatkunden rund um den Globus. Dabei ber&uuml;cksichtigen wir, was f&uuml;r sie wirklich wichtig ist &ndash; gesch&auml;ftlich und privat, heute und f&uuml;r zuk&uuml;nftige Generationen.
 
Mit Hauptsitz in Z&uuml;rich sind wir an rund 60 Standorten vertreten wie etwa in Dubai, Frankfurt, Genf, Hongkong, London, Lugano, Luxemburg, Madrid, Mexiko-Stadt, Monaco, Mumbai, S&atilde;o Paulo, Shanghai, Singapur und Tel Aviv.
 
 
In unserem 18-monatigen Graduate Programme durchl&auml;ufst Du verschiedene Bereiche der Bank Julius B&auml;r. Dabei bereiten wir Dich individuell, gezielt und professionell auf Deine k&uuml;nftige T&auml;tigkeit im Relationship Management vor und unterst&uuml;tzen Dich in Deiner beruflichen Entwicklung. Du wirst ein tiefes Verst&auml;ndnis f&uuml;r unser Gesch&auml;ft erlangen, indem Du &bdquo;on- and off-the-job&ldquo; lernst und Dein eigenes Netzwerk aufbaust.
 
Die drei Rotationen in verschiedenen Teams einschlie&szlig;lich eines internationalen Einsatzes sind darauf ausgerichtet, vertiefte Fachkenntnisse zu erwerben.
 
 
Falls Du eine Leidenschaft f&uuml;r Finanzen hast und gerne mit Menschen arbeitest, dann ist dieses Graduate Programm genau das Richtige f&uuml;r Dich. Komm zu uns und verst&auml;rke ab 01.10.2025 unser Team in Frankfurt.
<h2 class="jobSectionHeader">YOUR CHALLENGE
</h2><ul><li>Selbst&auml;ndiger und professioneller Umgang in der Kundenbetreuung und Unterst&uuml;tzung bei der Neukundengewinnung
</li><li>Entwicklung und Bereitstellung umfassender Verm&ouml;gensverwaltungsl&ouml;sungen f&uuml;r Kunden
</li><li>Unterst&uuml;tzung bei Aufgaben im Family Office
</li><li>Erstellung von Pr&auml;sentationen, Ausarbeitung von Anlagevorschl&auml;gen und Unterst&uuml;tzung bei Marketingaktivit&auml;ten (Kundenempfang, Meetings, Business Trips, Veranstaltungen usw.)
</li><li>Umsetzung von Projekten und Initiativen
</li></ul><h2 class="jobSectionHeader">YOUR PROFILE
</h2><ul><li>Masterabschluss oder Bachelorabschluss mit gleichwertiger Praxiserfahrung an einer Universit&auml;t oder Fachhochschule in den Bereichen Wirtschaftswissenschaften, Bankwesen, Finanzen, Betriebswirtschaft (Abschluss vor max. 12 Monaten)
</li><li>Erste praktische Erfahrungen in der Finanzbranche und Kenntnisse &uuml;ber Bankprodukte und Finanzm&auml;rkte, Praktikum oder erste praktische Erfahrungen im Wealth Management sind von Vorteil
</li><li>Ausgepr&auml;gte analytische und konzeptionelle F&auml;higkeiten und schnelle Auffassungsgabe sowie systematischer, pr&auml;ziser und sorgf&auml;ltiger Arbeitsstil und die F&auml;higkeit, unter Druck zu arbeiten
</li><li>Sehr gute Kommunikations- und Pr&auml;sentationsf&auml;higkeiten, sicheres Auftreten
</li><li>Unternehmerisches Denken, gepaart mit der Bereitschaft, Verantwortung zu &uuml;bernehmen
</li><li>Freundliche, vertrauensw&uuml;rdige und diskrete Pers&ouml;nlichkeit mit einem hohen Ma&szlig; an Risikobewusstsein
</li><li>Hohe Serviceorientierung und Leidenschaft f&uuml;r die Kundenbetreuung
</li><li>Freude am Netzwerken sowie Affinit&auml;t zu digitalen Medien und agiles Mindset
</li><li>Flie&szlig;end in Deutsch und Englisch, weitere Sprachen von Vorteil
</li><li>Sehr gute Microsoft Office Kenntnisse
</li></ul>Wir freuen uns auf Deine Bewerbung bestehend aus Lebenslauf, relevanten Zeugnissen und Anschreiben.
We are looking forward to receiving your full job application through our online application tool.</div>

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.
Julius Bär ist die führende Schweizer Wealth-Management-Gruppe. Wir beraten und begleiten anspruchsvolle Privatkunden rund um den Globus. Dabei berücksichtigen wir, was für sie wirklich wichtig ist – geschäftlich und privat, heute und für zukünftige Generationen.

Mit Hauptsitz in Zürich sind wir an rund 60 Standorten vertreten wie etwa in Dubai, Frankfurt, Genf, Hongkong, London, Lugano, Luxemburg, Madrid, Mexiko-Stadt, Monaco, Mumbai, São Paulo, Shanghai, Singapur und Tel Aviv.


In unserem 18-monatigen Graduate Programme durchläufst Du verschiedene Bereiche der Bank Julius Bär. Dabei bereiten wir Dich individuell, gezielt und professionell auf Deine künftige Tätigkeit im Relationship Management vor und unterstützen Dich in Deiner beruflichen Entwicklung. Du wirst ein tiefes Verständnis für unser Geschäft erlangen, indem Du „on- and off-the-job“ lernst und Dein eigenes Netzwerk aufbaust.

Die drei Rotationen in verschiedenen Teams einschließlich eines internationalen Einsatzes sind darauf ausgerichtet, vertiefte Fachkenntnisse zu erwerben.


Falls Du eine Leidenschaft für Finanzen hast und gerne mit Menschen arbeitest, dann ist dieses Graduate Programm genau das Richtige für Dich. Komm zu uns und verstärke ab 01.10.2025 unser Team in Frankfurt.
YOUR CHALLENGE
Selbständiger und professioneller Umgang in der Kundenbetreuung und Unterstützung bei der Neukundengewinnung
Entwicklung und Bereitstellung umfassender Vermögensverwaltungslösungen für Kunden
Unterstützung bei Aufgaben im Family Office
Erstellung von Präsentationen, Ausarbeitung von Anlagevorschlägen und Unterstützung bei Marketingaktivitäten (Kundenempfang, Meetings, Business Trips, Veranstaltungen usw.)
Umsetzung von Projekten und Initiativen
YOUR PROFILE
Masterabschluss oder Bachelorabschluss mit gleichwertiger Praxiserfahrung an einer Universität oder Fachhochschule in den Bereichen Wirtschaftswissenschaften, Bankwesen, Finanzen, Betriebswirtschaft (Abschluss vor max. 12 Monaten)
Erste praktische Erfahrungen in der Finanzbranche und Kenntnisse über Bankprodukte und Finanzmärkte, Praktikum oder erste praktische Erfahrungen im Wealth Management sind von Vorteil
Ausgeprägte analytische und konzeptionelle Fähigkeiten und schnelle Auffassungsgabe sowie systematischer, präziser und sorgfältiger Arbeitsstil und die Fähigkeit, unter Druck zu arbeiten
Sehr gute Kommunikations- und Präsentationsfähigkeiten, sicheres Auftreten
Unternehmerisches Denken, gepaart mit der Bereitschaft, Verantwortung zu übernehmen
Freundliche, vertrauenswürdige und diskrete Persönlichkeit mit einem hohen Maß an Risikobewusstsein
Hohe Serviceorientierung und Leidenschaft für die Kundenbetreuung
Freude am Netzwerken sowie Affinität zu digitalen Medien und agiles Mindset
Fließend in Deutsch und Englisch, weitere Sprachen von Vorteil
Sehr gute Microsoft Office Kenntnisse
Wir freuen uns auf Deine Bewerbung bestehend aus Lebenslauf, relevanten Zeugnissen und Anschreiben.
We are looking forward to receiving your full job application through our online application tool.

University Graduate (m/w/d) - International Trainee / Graduate Programme - Private Banking - Julius Baer

University Graduate (m/w/d) - International Trainee / Graduate Programme - Private Banking

You need a degree in IT, 7+ years in audit/risk, strong IT/cybersecurity knowledge, excellent Spanish/English skills, and audit certifications. Travel within Europe may be required.

You will execute and plan audits, ensure timely completion, prepare reports, discuss findings with stakeholders, use data analytics, monitor IT risks, and support special tasks and periodic reporting.

Consulting

IT & Cybersecurity

Madrid

<div>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&rsquo;s shape the future of wealth management together.
Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential &ndash; as are the committed teams that provide them.
 
 
Group Internal Audit (GIA) is an independent function that provides assurance to the Board of Directors and to the Audit Committee. We conduct our work by assessing the Bank&rsquo;s ability to manage and control risks and advise the functions on how to enhance their risk management capabilities. We report directly to the Chairman of the Board and the Audit Committee.
 
For our Service Centre in Spain, operated through Julius Baer Services (Spain) SL, we are looking for a full time (100%) Senior IT Auditor. As part of the Group audit team reporting to the Head of IT of the Group, you will conduct and support audit assignments in the Information Technology (IT) and Information Security (IS) area for the Group. In this context you will closely collaborate with the business audit teams and the Global IT Audit team based in Zurich, Switzerland.
<h2 class="jobSectionHeader">YOUR CHALLENGE
</h2><ul><li>Support planning and execution of audits as part of the Group Audit Plan
</li><li>Ensure timely completion of audit assignments, within budget and in line with audit standards and methodology
</li><li>Discuss and support discussion on identified weaknesses and shortcomings with auditees and recommend feasible and value-adding actions supporting effective remediation of risks
</li><li>Prepare clear and concise audit reports and follow-up on the implementation of the &lsquo;agreed audit actions
</li><li>Work in interdisciplinary teams (i.e., integrated process audits, Data Analytics and other specialists)
</li><li>Use data analytics techniques in the audit assignments and provide support to the continuous risk assessment
</li><li>Monitor risk profile and developments within Information Technology and Information Security areas and contribute to the annual risk assessment
</li><li>Share best practices, contribute to audit process, and methodology improvements
</li><li>Stay actively informed on regulatory changes and bank internal developments
</li><li>Engage proactively with stakeholders, building relationship based on transparency and trust
</li><li>Support special tasks (e.g., ad hoc analysis and investigations)
</li><li>Support preparation of periodic reporting to Senior Management
</li></ul><h2 class="jobSectionHeader">YOUR PROFILE
</h2><ul><li>Degree in Information Technology or comparable qualification
</li><li>Minimum of 7 years professional experience in Audit, Risk Management, IT/IS or similar areas preferably within the financial industry
</li><li>Elevated understanding of IT methodologies, technologies (including cloud), cyber- and information security
</li><li>Innovative and service-oriented personality who is dedicated to deliver high quality work
</li><li>Flexible and committed team player with the ability to work independently in the execution of audit assignments
</li><li>Structured and goal-oriented work approach with strong analytical skills and experience in applying such skills to audit related questions. Experience with analytics tools (e.g. Tableau) is a plus
</li><li>Excellent verbal and written communication skills in Spanish and English, other European languages are considered an asset (e.g., German, French)
</li><li>Team player, fast learner, and an active listener with strong interpersonal communication skills
</li><li>Good knowledge of MS Office applications
</li><li>Willingness and ability to travel within Europe for a maximum of 4 weeks per year
</li><li>Audit related certifications such as CIA, CISA are considered an asset
</li></ul>We are looking forward to receiving your full job application through our online application tool.</div>

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.
Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential – as are the committed teams that provide them.


Group Internal Audit (GIA) is an independent function that provides assurance to the Board of Directors and to the Audit Committee. We conduct our work by assessing the Bank’s ability to manage and control risks and advise the functions on how to enhance their risk management capabilities. We report directly to the Chairman of the Board and the Audit Committee.

For our Service Centre in Spain, operated through Julius Baer Services (Spain) SL, we are looking for a full time (100%) Senior IT Auditor. As part of the Group audit team reporting to the Head of IT of the Group, you will conduct and support audit assignments in the Information Technology (IT) and Information Security (IS) area for the Group. In this context you will closely collaborate with the business audit teams and the Global IT Audit team based in Zurich, Switzerland.
YOUR CHALLENGE
Support planning and execution of audits as part of the Group Audit Plan
Ensure timely completion of audit assignments, within budget and in line with audit standards and methodology
Discuss and support discussion on identified weaknesses and shortcomings with auditees and recommend feasible and value-adding actions supporting effective remediation of risks
Prepare clear and concise audit reports and follow-up on the implementation of the ‘agreed audit actions
Work in interdisciplinary teams (i.e., integrated process audits, Data Analytics and other specialists)
Use data analytics techniques in the audit assignments and provide support to the continuous risk assessment
Monitor risk profile and developments within Information Technology and Information Security areas and contribute to the annual risk assessment
Share best practices, contribute to audit process, and methodology improvements
Stay actively informed on regulatory changes and bank internal developments
Engage proactively with stakeholders, building relationship based on transparency and trust
Support special tasks (e.g., ad hoc analysis and investigations)
Support preparation of periodic reporting to Senior Management
YOUR PROFILE
Degree in Information Technology or comparable qualification
Minimum of 7 years professional experience in Audit, Risk Management, IT/IS or similar areas preferably within the financial industry
Elevated understanding of IT methodologies, technologies (including cloud), cyber- and information security
Innovative and service-oriented personality who is dedicated to deliver high quality work
Flexible and committed team player with the ability to work independently in the execution of audit assignments
Structured and goal-oriented work approach with strong analytical skills and experience in applying such skills to audit related questions. Experience with analytics tools (e.g. Tableau) is a plus
Excellent verbal and written communication skills in Spanish and English, other European languages are considered an asset (e.g., German, French)
Team player, fast learner, and an active listener with strong interpersonal communication skills
Good knowledge of MS Office applications
Willingness and ability to travel within Europe for a maximum of 4 weeks per year
Audit related certifications such as CIA, CISA are considered an asset
We are looking forward to receiving your full job application through our online application tool.

Senior IT Auditor 100% (f/m/d) - Julius Baer

Senior IT Auditor 100% (f/m/d)

You need 5+ years as a Test Manager, agile experience (SAFe preferred), test concept creation, automation knowledge, CI/CD, JIRA, banking knowledge, BSc/MSc in relevant field, and ISTQB certification.

You will drive testing strategies, empower agile teams, ensure quality adherence, manage pentest findings, and conduct Go/No Go meetings while reporting on execution status.

Software Engineering

<div>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&rsquo;s shape the future of wealth management together.
As Senior (technical) Test Manager you will join our ART Channels (primarily e-banking solutions) and define/refine the ART level Test Strategy and implement the same by providing guidance and coaching to the teams. The main focus areas to be addressed are the implementation of Shift-Left, test automation approach and the transparency of testing via reporting without compromising the quality of ongoing monthly releases. In this role you are also responsible to oversee other applications in the same domain as Channels.
<h2 class="jobSectionHeader">YOUR CHALLENGE
</h2><ul><li>Act as ART and Domain Test Manager driving all testing aspects (incl. development level) such as functional and non-functional testing, test environments, test data, test automation tooling, test reporting etc.
</li><li>Regarding Domain and ART Test Strategy, consult and engage with the ART Leadership and the CoE Testing to ensure the strategy is aligned with the Global Test Strategy (GTS)
</li><li>Empower agile teams by coaching and supporting them (if needed hands-on) to implement the ART test strategy
</li><li>Establish a sustainable quality mindset across the ART and Domain
</li><li>Drive continuous improvement, shift left and test automation
</li><li>Ensure adherence to quality gates across the domain and consult on sign-off decisions. Be the escalation point for quality issues
</li><li>Continuous reporting of execution status and results throughout the delivery pipeline
</li><li>Keep oversight of the Pentest findings and Risks
</li><li>Conduct and manage Go No Go meeting for all releases
</li><li>Review adherence of RFC and Readiness proof to audit mandated standards
</li></ul><h2 class="jobSectionHeader">YOUR PROFILE
</h2><ul><li>5+ years&rsquo; working experience as a Test Manager in complex environments covering all testing aspects of the SDLC incl. reporting
</li><li>3+ years&rsquo; experience working in agile environments. SAFe methodology is a strong plus
</li><li>Strong experience in creating test concepts (especially for agile set-up&rsquo;s)
</li><li>Hands-on attitude to support and guide agile teams including coaching to implement the testing concept focusing on Shift-Left
</li><li>Sound experience with test automation frameworks/tools in general (open source and commercial) on all test levels incl. Development
</li><li>Sound experience with CI/CD pipelines (e.g., GitLab, Jenkins&hellip;) and support the implementation of the same for testing aspects
</li><li>Experience with JIRA (XRAY for TM is a strong plus)
</li><li>Basic knowledge in banking is required. Work experience in the financial industry is a plus, in e-banking solutions a strong plus
</li></ul>Education and skills:
<ul><li>BSc/MSc in Computer Science, Engineering or related field
</li><li>Excellent command in English
</li><li>ISTQB Foundation Level certification. Advanced Level TM certification is a strong plus
</li><li>Certification in Scaled Agile (SAFe) is a strong plus
</li><li>High sense of responsibility and assertiveness
</li><li>Open-minded personality with strong problem-solving perspective and skills
</li><li>Strong in stakeholder management and proficient in communication on different levels of management
</li></ul>We are looking forward to receiving your full job application through our online application tool.</div>

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.
As Senior (technical) Test Manager you will join our ART Channels (primarily e-banking solutions) and define/refine the ART level Test Strategy and implement the same by providing guidance and coaching to the teams. The main focus areas to be addressed are the implementation of Shift-Left, test automation approach and the transparency of testing via reporting without compromising the quality of ongoing monthly releases. In this role you are also responsible to oversee other applications in the same domain as Channels.
YOUR CHALLENGE
Act as ART and Domain Test Manager driving all testing aspects (incl. development level) such as functional and non-functional testing, test environments, test data, test automation tooling, test reporting etc.
Regarding Domain and ART Test Strategy, consult and engage with the ART Leadership and the CoE Testing to ensure the strategy is aligned with the Global Test Strategy (GTS)
Empower agile teams by coaching and supporting them (if needed hands-on) to implement the ART test strategy
Establish a sustainable quality mindset across the ART and Domain
Drive continuous improvement, shift left and test automation
Ensure adherence to quality gates across the domain and consult on sign-off decisions. Be the escalation point for quality issues
Continuous reporting of execution status and results throughout the delivery pipeline
Keep oversight of the Pentest findings and Risks
Conduct and manage Go No Go meeting for all releases
Review adherence of RFC and Readiness proof to audit mandated standards
YOUR PROFILE
5+ years’ working experience as a Test Manager in complex environments covering all testing aspects of the SDLC incl. reporting
3+ years’ experience working in agile environments. SAFe methodology is a strong plus
Strong experience in creating test concepts (especially for agile set-up’s)
Hands-on attitude to support and guide agile teams including coaching to implement the testing concept focusing on Shift-Left
Sound experience with test automation frameworks/tools in general (open source and commercial) on all test levels incl. Development
Sound experience with CI/CD pipelines (e.g., GitLab, Jenkins…) and support the implementation of the same for testing aspects
Experience with JIRA (XRAY for TM is a strong plus)
Basic knowledge in banking is required. Work experience in the financial industry is a plus, in e-banking solutions a strong plus
Education and skills:
BSc/MSc in Computer Science, Engineering or related field
Excellent command in English
ISTQB Foundation Level certification. Advanced Level TM certification is a strong plus
Certification in Scaled Agile (SAFe) is a strong plus
High sense of responsibility and assertiveness
Open-minded personality with strong problem-solving perspective and skills
Strong in stakeholder management and proficient in communication on different levels of management
We are looking forward to receiving your full job application through our online application tool.

IT Test Manager 100% (f/m/d) - Julius Baer

IT Test Manager 100% (f/m/d)

You must have a relevant degree or banking apprenticeship, regulatory training, experience supporting relationship managers, and strong skills in financial markets, investment products, and client service.

You will assist RMs in client servicing, handle account openings and maintenance, manage transactions, monitor deposits and loans, update client records, and ensure compliance with regulations.

Customer Relations

Milan

<div>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&rsquo;s shape the future of wealth management together.
The Assistant Relationship Manager Private Banking is a key member of the team within Private Banking. He/she supports the Relationship Manager and Team Head in all tasks related to the delivery of excellent service to the clients.
<h2 class="jobSectionHeader">YOUR CHALLENGE
</h2><div><ul><li>Assist Relationship Managers (RM) in the day-to-day work servicing clients and handling administrative issues
</li><li>Attend incoming calls and ensure that always a prompt service provided
</li><li>Handle the account openings for new clients as well as account maintenance to existing clients including implementation of agreed fees and monitoring of applied fees
</li><li>Ensure efficient and prompt handling of orders, trades, transactions, payments etc. received from the client directly
</li><li>Monitor the maturity list for deposits, loans, trades; take action were instruction is standard, seek instructions (from RM or client) if necessary and required
</li><li>Maintain and update records of client instructions, client details and preferences
</li><li>Provide clients with information and data in verbal and/or written form, without giving advice or statement of opinion/no judge value
</li><li>Liaise with other RM-Teams, Operations &amp; IT
</li><li>Ensure always adherence to compliance, legal guidelines, internal rules, regulations &amp; policies etc.
</li></ul></div><h2 class="jobSectionHeader">YOUR PROFILE
</h2><ul><li>Relevant higher educational and professional background e.g. Bachelor&rsquo;s Degree or banking apprenticeship combined first work experience and or relevant internal training
</li><li>Successfully passed the relevant regulatory online training for RMA information givers
</li><li>Some experience as a self-motivated Assistant to a Relationship Manager or in the area of portfolio management / investment advisory
</li><li>Understand the key characteristics, risk and features of those investment products available
</li><li>Understand the characteristics, scope and total amount of costs and charges to be incurred by the client in the context of transactions in an investment product, investment services or ancillary services
</li><li>Understand how financial markets function, the structure and how they affect the value and pricing of investment products which information will provided to the client
</li><li>Understand the impact of economic figures, national/regional/global events on markets and on the value of investment products which information will be provided to the client
</li><li>Understand the difference between past performance and future performance scenarios as well as the limits of predictive forecasting
</li><li>Understand issues relating to market abuse and anti-money laundering
</li><li>Assess data relevant to the investment products on which will be provided to the client, such as Key Investor Information, Documents, prospectuses, financial statements or financial data
</li><li>Basic knowledge of valuation principles for the type of investment products in relations to the information which will be provided to the client
</li><li>Able to work independently, well organized, swift and accurate even when under pressure
</li><li>Service oriented, discreet and responsible
</li><li>Friendly, open personality, well-presented and professional appearance
</li><li>Very good oral and written language skills in Italian and English and relevant market related language skills
</li></ul>We are looking forward to receiving your full job application through our online application tool.</div>

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.
The Assistant Relationship Manager Private Banking is a key member of the team within Private Banking. He/she supports the Relationship Manager and Team Head in all tasks related to the delivery of excellent service to the clients.
YOUR CHALLENGE
Assist Relationship Managers (RM) in the day-to-day work servicing clients and handling administrative issues
Attend incoming calls and ensure that always a prompt service provided
Handle the account openings for new clients as well as account maintenance to existing clients including implementation of agreed fees and monitoring of applied fees
Ensure efficient and prompt handling of orders, trades, transactions, payments etc. received from the client directly
Monitor the maturity list for deposits, loans, trades; take action were instruction is standard, seek instructions (from RM or client) if necessary and required
Maintain and update records of client instructions, client details and preferences
Provide clients with information and data in verbal and/or written form, without giving advice or statement of opinion/no judge value
Liaise with other RM-Teams, Operations & IT
Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
YOUR PROFILE
Relevant higher educational and professional background e.g. Bachelor’s Degree or banking apprenticeship combined first work experience and or relevant internal training
Successfully passed the relevant regulatory online training for RMA information givers
Some experience as a self-motivated Assistant to a Relationship Manager or in the area of portfolio management / investment advisory
Understand the key characteristics, risk and features of those investment products available
Understand the characteristics, scope and total amount of costs and charges to be incurred by the client in the context of transactions in an investment product, investment services or ancillary services
Understand how financial markets function, the structure and how they affect the value and pricing of investment products which information will provided to the client
Understand the impact of economic figures, national/regional/global events on markets and on the value of investment products which information will be provided to the client
Understand the difference between past performance and future performance scenarios as well as the limits of predictive forecasting
Understand issues relating to market abuse and anti-money laundering
Assess data relevant to the investment products on which will be provided to the client, such as Key Investor Information, Documents, prospectuses, financial statements or financial data
Basic knowledge of valuation principles for the type of investment products in relations to the information which will be provided to the client
Able to work independently, well organized, swift and accurate even when under pressure
Service oriented, discreet and responsible
Friendly, open personality, well-presented and professional appearance
Very good oral and written language skills in Italian and English and relevant market related language skills
We are looking forward to receiving your full job application through our online application tool.

Assistant Relationship Manager Private Banking 100% / located in Milano (m/f/d) - Julius Baer

Assistant Relationship Manager Private Banking 100% / located in Milano (m/f/d)

You need 5+ years in financial services, a Brazilian law degree, client-centric focus, excellent communication skills, and fluency in Portuguese and English; Spanish is a plus.

You will provide wealth planning guidance, implement solutions, support client interactions, stay updated on regulations, and train stakeholders on wealth planning topics and services.

Zurich

<div>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&rsquo;s shape the future of wealth management together.
We are currently seeking a highly skilled Wealth Planner to join Julius Baer (JB). Wealth Planning, a unit of Investment &amp; Wealth Management Solutions (IWMS), is a core offering of the JB Group and provides specialist wealth planning services to support Relationship Managers (RMs) in acquiring, maintaining, and retaining private client relationships. Your main responsibility will be to provide strategic wealth planning guidance and introduce solutions to meet the succession planning, wealth structuring, taxation, relocation, family governance, family office and liquidity needs of our Clients.
 
 
In this role, you will be based in Zurich supporting international clients served mainly out of Switzerland and Monaco, but also other JB locations. Your primary focus will be on delivering wealth planning expertise to private clients residing in Brazil. Additional delivery of wealth planning expertise to private clients resident in Portugal &amp; Latin America will also be required. If you are a motivated Wealth Planner looking to make a significant impact in the financial industry, we invite you to apply.
<h2 class="jobSectionHeader">YOUR CHALLENGE
</h2><ul><li>Provide strategic wealth planning guidance to RMs and their clients, actively coordinating the wealth planning process by leveraging internal and external experts as needed
</li><li>Implement suitable solutions, such as private insurance, private trusts, private foundations and/or private companies in collaboration with internal and external providers
</li><li>Serve as a subject matter specialist in client-facing interactions, following the JB Advisory Process which includes fact-finding, analysis, discussion of principles, evaluation of concepts, proposal of solutions/services, implementation and follow-up
</li><li>Support the Wealth Planning Key Clients &amp; Family Office Services Team in delivering services to UHNW Brazilian, Portuguese &amp; Latin American resident prospects &amp; clients, by applying a family roadmap approach including advice on family governance, family office services and philanthropy
</li><li>Stay up to date with industry, legal, regulatory and taxation changes, and inform clients and internal stakeholders accordingly
</li><li>Support RMs and other stakeholders by providing training, knowledge transfer and assistance on wealth planning topics and services/products
</li></ul><h2 class="jobSectionHeader">YOUR PROFILE
</h2><ul><li>Minimum of 5 years of professional experience in relevant financial services sectors or comparable private client practices (e.g. private bank, legal practice, tax advisor, fiduciary company)
</li><li>University degree in Law (Brazilian qualified), Tax or a related field (Brazilian law). Additional qualifications like Portuguese law degree and/or experience in servicing Latin American clients would be of advantage. Additional courses linked to the area of expertise, such as STEP accreditation, are preferred
</li><li>Client-centric approach. Passion for wealth planning advice for Brazilian, Portuguese and Latin American private HNW and UHNW clients
</li><li>Engaging personality with the ability to work effectively with high-net-worth clients, ensuring their needs and objectives are met
</li><li>Travel to win, maintain and retain Clients will be required on an ad hoc basis, primarily to the markets/locations mentioned
</li><li>Strong organizational skills and attention to detail. Strong work ethic, being a team player and collaborating with different stakeholders as part of an international team of wealth planning professionals
</li><li>Excellent written and verbal communication skills
</li><li>Ability to work independently and collaborate effectively within a domestic and global team, both in person and in virtual formats
</li><li>Self-starter with a solution-oriented mindset
</li><li>Portuguese native speaker. Fluent in English. Additional European language skills, including Spanish (advanced), are a distinct advantage
</li></ul>We are looking forward to receiving your full job application through our online application tool.</div>

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 are currently seeking a highly skilled Wealth Planner to join Julius Baer (JB). Wealth Planning, a unit of Investment & Wealth Management Solutions (IWMS), is a core offering of the JB Group and provides specialist wealth planning services to support Relationship Managers (RMs) in acquiring, maintaining, and retaining private client relationships. Your main responsibility will be to provide strategic wealth planning guidance and introduce solutions to meet the succession planning, wealth structuring, taxation, relocation, family governance, family office and liquidity needs of our Clients.


In this role, you will be based in Zurich supporting international clients served mainly out of Switzerland and Monaco, but also other JB locations. Your primary focus will be on delivering wealth planning expertise to private clients residing in Brazil. Additional delivery of wealth planning expertise to private clients resident in Portugal & Latin America will also be required. If you are a motivated Wealth Planner looking to make a significant impact in the financial industry, we invite you to apply.
YOUR CHALLENGE
Provide strategic wealth planning guidance to RMs and their clients, actively coordinating the wealth planning process by leveraging internal and external experts as needed
Implement suitable solutions, such as private insurance, private trusts, private foundations and/or private companies in collaboration with internal and external providers
Serve as a subject matter specialist in client-facing interactions, following the JB Advisory Process which includes fact-finding, analysis, discussion of principles, evaluation of concepts, proposal of solutions/services, implementation and follow-up
Support the Wealth Planning Key Clients & Family Office Services Team in delivering services to UHNW Brazilian, Portuguese & Latin American resident prospects & clients, by applying a family roadmap approach including advice on family governance, family office services and philanthropy
Stay up to date with industry, legal, regulatory and taxation changes, and inform clients and internal stakeholders accordingly
Support RMs and other stakeholders by providing training, knowledge transfer and assistance on wealth planning topics and services/products
YOUR PROFILE
Minimum of 5 years of professional experience in relevant financial services sectors or comparable private client practices (e.g. private bank, legal practice, tax advisor, fiduciary company)
University degree in Law (Brazilian qualified), Tax or a related field (Brazilian law). Additional qualifications like Portuguese law degree and/or experience in servicing Latin American clients would be of advantage. Additional courses linked to the area of expertise, such as STEP accreditation, are preferred
Client-centric approach. Passion for wealth planning advice for Brazilian, Portuguese and Latin American private HNW and UHNW clients
Engaging personality with the ability to work effectively with high-net-worth clients, ensuring their needs and objectives are met
Travel to win, maintain and retain Clients will be required on an ad hoc basis, primarily to the markets/locations mentioned
Strong organizational skills and attention to detail. Strong work ethic, being a team player and collaborating with different stakeholders as part of an international team of wealth planning professionals
Excellent written and verbal communication skills
Ability to work independently and collaborate effectively within a domestic and global team, both in person and in virtual formats
Self-starter with a solution-oriented mindset
Portuguese native speaker. Fluent in English. Additional European language skills, including Spanish (advanced), are a distinct advantage
We are looking forward to receiving your full job application through our online application tool.

Julius Baer

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