UHNW Specialist in UHNW Competence Centre 100% (f,m,d)
Julius Baer(9 days ago)
About this role
Julius Bär is seeking a UHNW Specialist for their Zurich office to develop investment proposals, conduct needs analysis, participate in client meetings, and contribute to wealth management services for ultra-high-net-worth clients. The role involves collaboration with product specialists and supports the firm's strategy to enhance its UHNW client offerings.
Required Skills
- wealth Management
- Investment Proposals
- Client Communication
- Data Analysis
- Financial Solutions
- Teamwork
- Customer Service
- Wealth Planning
- Trading
- Finance
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