GPS Associate Programme: Junior Wealth Planner Taxation Switzerland, Zurich, 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.

Join the GPS Associate Programme, a structured 18 months development journey designed for ambitious early-career professionals aiming to build a career in private banking.

As part of the Wealth Planning team in Zurich, you will embark on a dynamic 18 months program combining a rotational assignment, intensive training, mentorship and project and task responsibilities.

Through hands-on experience and continuous learning, you will develop the skills, network, and business acumen necessary to transition into a permanent role as a Junior Wealth Planner Taxation Switzerland within GPS upon successful completion.

YOUR CHALLENGE

• Advising and supporting bank clients on Swiss tax and legal matters

• Assisting senior wealth planners in conducting tax assessments and preparing client documentation

• Collaborating with other specialists within the bank to develop holistic client solutions (e.g., working with international colleagues from the Wealth Planning team)

• Coordinating and collaborating with various external experts (lawyers, notaries, and other subject matter specialists)

• Evaluating and implementing suitable solutions related to taxation and wealth planning for clients resident in Switzerland or in international cases involving Switzerland

• Contributing to internal Wealth Planning projects

• Preparing training materials and presentations

YOUR PROFILE

• Bachelor’s or Master’s degree in Law or Business Administration, preferably supplemented by tax-related further education

• 1 to 3 years of professional experience in taxation, ideally gained at one of the “Big Four” audit and advisory firms, a reputable law firm, or with the Swiss tax authorities

• Solid understanding of Swiss civil law

• Excellent communication skills combined with a service-minded and customer-oriented personality

• Entrepreneurial mindset and high sense of responsibility

• Competent and thoughtful manner

• Strong technical judgment and analytical abilities

• Team-oriented individual with an open-minded attitude

• Native level in German and Business level in English

• Proficient in MS Office (Word, Excel, PowerPoint)

• Capacity to work and travel within Switzerland

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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