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.
Your Challenge
* Provide active administrative support to a team of Wealth Planners (processing documentation, drafting correspondence, preparing documents, updating databases, preparing meetings, etc.).
* Prepare reports, client offers, and marketing material.
* Carry out legal research and assist Wealth Planners in drafting reports.
* Manage diaries, schedule client meetings, and manage procedural deadlines.
* Monitor and update files and archive documents.
* Support Wealth Planners in the processing of estate files and documentation.
* Support in preparing presentations for management, the Suisse Romande market, clients, etc.
Your Profile
* Bachelor or Master degree in Law (preferably specializing in tax and/or inheritance law).
* Experience in a law firm, trust company, or financial audit firm.
* Strong organizational skills and attention to details.
* Excellent communication skills and ability to work as part of a team.
* Excellent legal research, analysis, and control skills.
* Flexibility and ability to manage change.
* Thoroughness and discretion.
* Excellent knowledge of Microsoft IT tools (proficiency in Excel and Power Point is essential).
* French mother tongue with very good command of spoken and written English, German, or any other additional language is an asset.