Wealth Planning Advisor, 100% (f/m/d)
Julius Baer(2 days ago)
About this role
This role involves providing legal and tax guidance in Swiss civil and tax law for high-net-worth clients within a wealth planning team at Julius Baer. The position emphasizes collaboration with specialists and external experts to develop tailored wealth solutions, supporting clients in complex personal and financial situations.
Required Skills
- Swiss Law
- Tax Law
- Legal Assessment
- Client Relations
- Financial Planning
- Matrimonial Law
- Inheritance Law
- Tax Advisory
- MS Office
- Cross-border Knowledge
Qualifications
- Master’s degree in Law or Economics
- Tax Expertise ongoing/other tax diploma
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