Wealth Planner 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 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. Further interesting job opportunities can be found on our Career site.

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