FAQs
What is the primary focus of the Wealth Planner role at Julius Baer?
The primary focus of the Wealth Planner role is to provide strategic wealth planning guidance and introduce solutions to meet the succession planning, wealth structuring, taxation, relocation, family governance, family office, and liquidity needs of clients, particularly those residing in Brazil, Portugal, and Latin America.
What qualifications are required for the Wealth Planner position?
A candidate must have a minimum of 5 years of professional experience in relevant financial services sectors or comparable private client practices, a university degree in Law (Brazilian qualified), Tax, or a related field, and knowledge of Brazilian law. Additional qualifications like a Portuguese law degree and STEP accreditation are preferred.
Is travel required for the Wealth Planner role?
Yes, travel to win, maintain, and retain clients will be required on an ad hoc basis, primarily to the markets/locations mentioned in the job description.
What language skills are necessary for this position?
The ideal candidate must be a native Portuguese speaker and fluent in English. Additional European language skills, including advanced Spanish, are considered a distinct advantage.
What support will the Wealth Planner provide to Relationship Managers (RMs)?
The Wealth Planner will provide strategic guidance, training, knowledge transfer, and assistance on wealth planning topics and services/products to support Relationship Managers in their client interactions.
What characteristics are important for a candidate applying for the Wealth Planner position?
Candidates should have a client-centric approach, possess strong organizational skills, attention to detail, excellent written and verbal communication skills, and the ability to work independently and collaboratively within an international team.
Is prior experience with Latin American clients preferred for this role?
Yes, experience in servicing Latin American clients is considered an advantage for candidates applying for the Wealth Planner position.
What kind of work environment can a Wealth Planner expect at Julius Baer?
The work environment fosters collaboration within an international team of wealth planning professionals, promoting a strong work ethic, teamwork, and the ability to engage effectively with high-net-worth clients.