Job Description

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 Bar is the leading Swiss wealth management group, advising and supporting sophisticated private clients around the world. In everything we do, we focus on what truly matters to them--professionally and personally, today and for generations to come.
Headquartered in Zurich, we operate in around 60 locations worldwide, including Dubai, Frankfurt, Geneva, Hong Kong, London, Lugano, Luxembourg, Madrid, Mexico City, Monaco, Mumbai, Shanghai, Singapore, and Tel Aviv.
In Private Banking, we serve sophisticated private clients with tailored solutions and the highest level of discretion. To further strengthen our UHNWI client segment and in line with our 2026-2028 strategy, we are seeking an individual to join our UHNW Centre of Competence in Zurich. Become part of our team and start with us in a full-time role immediately.
YOUR CHALLENGE
As a UHNW Specialist in the UHNW competence Centre you will cover:
Development of holistic investment proposals and client presentations in close collaboration with our product specialists
Data?driven needs analysis and identification of client engagement opportunities
Participation in client meetings and the ability to present our holistic wealth management approach and integrated solutions in a compelling manner
Contribution to and further development of our services and product offering for UHNW clients
Support with ad?hoc tasks as needed
YOUR PROFILE
Completed university degree (economics, banking, finance, law) or equivalent education or professional experience
Broad technical knowledge and experience across all banking services and solutions, such as liquid assets, private markets, lending, wealth planning, trading and technology solutions used by Single Family Offices (e.g. FIX trading)
Several years of professional experience in a comparable role, ideally with experience in client facing roles
Solid MS Office skills, in particular the ability to analyse large datasets in a structured manner
Independent, reliable, and strong communicator, who enjoys working in a team
Outgoing personality with strong service and sales orientation, combined with a friendly, polished, and professional demeanour
Strong analytical thinking skills, customer and service orientation, ability to work under pressure, solution-oriented mindset and assertiveness
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our .
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Skills Required