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University Graduate (m/w/d) - International Trainee / Graduate Programme - Private Banking

  • Internship
    Full-time
    Placement Program
  • Sales & Business Development
    Banking & Finance
  • Frankfurt
  • Quick Apply

AI generated summary

  • You must have a Master's or Bachelor's degree in relevant fields, practical finance experience, strong analytical skills, excellent communication, fluency in German/English, and good Microsoft Office knowledge.
  • You will manage client relationships, support new client acquisition, develop wealth management solutions, create presentations, assist in marketing activities, and implement projects.

Requirements

  • Masterabschluss oder Bachelorabschluss mit gleichwertiger Praxiserfahrung an einer Universität oder Fachhochschule in den Bereichen Wirtschaftswissenschaften, Bankwesen, Finanzen, Betriebswirtschaft (Abschluss vor max. 12 Monaten)
  • Erste praktische Erfahrungen in der Finanzbranche und Kenntnisse über Bankprodukte und Finanzmärkte, Praktikum oder erste praktische Erfahrungen im Wealth Management sind von Vorteil
  • Ausgeprägte analytische und konzeptionelle Fähigkeiten und schnelle Auffassungsgabe sowie systematischer, präziser und sorgfältiger Arbeitsstil und die Fähigkeit, unter Druck zu arbeiten
  • Sehr gute Kommunikations- und Präsentationsfähigkeiten, sicheres Auftreten
  • Unternehmerisches Denken, gepaart mit der Bereitschaft, Verantwortung zu übernehmen
  • Freundliche, vertrauenswürdige und diskrete Persönlichkeit mit einem hohen Maß an Risikobewusstsein
  • Hohe Serviceorientierung und Leidenschaft für die Kundenbetreuung
  • Freude am Netzwerken sowie Affinität zu digitalen Medien und agiles Mindset
  • Fließend in Deutsch und Englisch, weitere Sprachen von Vorteil
  • Sehr gute Microsoft Office Kenntnisse

Responsibilities

  • Selbständiger und professioneller Umgang in der Kundenbetreuung und Unterstützung bei der Neukundengewinnung
  • Entwicklung und Bereitstellung umfassender Vermögensverwaltungslösungen für Kunden
  • Unterstützung bei Aufgaben im Family Office
  • Erstellung von Präsentationen, Ausarbeitung von Anlagevorschlägen und Unterstützung bei Marketingaktivitäten (Kundenempfang, Meetings, Business Trips, Veranstaltungen usw.)
  • Umsetzung von Projekten und Initiativen

FAQs

What is the duration of the Graduate Programme at Julius Baer?

The Graduate Programme lasts for 18 months.

Where will the position be based?

The position will be based in Frankfurt starting from October 1, 2025.

What qualifications do I need to apply for this role?

You need a Master's degree or Bachelor's degree with equivalent practical experience in fields such as Economics, Banking, Finance, or Business Administration, with graduation no more than 12 months prior to application.

Is prior experience in the financial sector required?

While not mandatory, prior practical experience in the financial sector, particularly in Wealth Management, is advantageous.

What skills are essential for this role?

Essential skills include analytical and conceptual abilities, excellent communication and presentation skills, strong service orientation, and proficiency in Microsoft Office.

What languages do I need to speak?

Fluency in German and English is required, and knowledge of additional languages is a plus.

Are there opportunities for networking during the program?

Yes, the programme encourages networking as you will be building your own professional network while going through various rotations.

Will I work independently with clients during the training?

Yes, you will be expected to manage customer interactions and support new customer acquisition.

Are there international opportunities as part of this programme?

Yes, the programme includes rotations in different teams, including an international assignment.

What should I include in my application?

Your application should consist of your resume, relevant certificates, and a cover letter.

Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.

Finance
Industry
5001-10,000
Employees
1890
Founded Year

Mission & Purpose

Julius Baer is a financial institution that specialises in private banking and wealth management services, catering to high-net-worth individuals and businesses. The company's core focus is on providing personalised financial advice, investment solutions, and asset management services to help clients grow and preserve their wealth. Julius Baer's ultimate goal is to be a trusted partner in helping clients secure their financial futures and achieve their financial aspirations. Their purpose revolves around offering expert guidance and tailored financial strategies that enable clients to manage and grow their assets effectively, ensuring financial security and prosperity. Through their services, Julius Baer aims to empower their clients to make informed financial decisions and optimise their wealth management.

Benefits

  • Flexible Work

  • Financial Benefits

  • Family Programmes

  • Network & Communities

  • Sports, Leisure and Well-being