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Wealth Planner 100% (f/m/d)

  • Job
    Full-time
    Senior Level
  • Zurich
  • Quick Apply

AI generated summary

  • You need 5+ years in financial services, a Brazilian law degree, client-centric focus, excellent communication skills, and fluency in Portuguese and English; Spanish is a plus.
  • You will provide wealth planning guidance, implement solutions, support client interactions, stay updated on regulations, and train stakeholders on wealth planning topics and services.

Requirements

  • Minimum of 5 years of professional experience in relevant financial services sectors or comparable private client practices (e.g. private bank, legal practice, tax advisor, fiduciary company)
  • University degree in Law (Brazilian qualified), Tax or a related field (Brazilian law). Additional qualifications like Portuguese law degree and/or experience in servicing Latin American clients would be of advantage. Additional courses linked to the area of expertise, such as STEP accreditation, are preferred
  • Client-centric approach. Passion for wealth planning advice for Brazilian, Portuguese and Latin American private HNW and UHNW clients
  • Engaging personality with the ability to work effectively with high-net-worth clients, ensuring their needs and objectives are met
  • Travel to win, maintain and retain Clients will be required on an ad hoc basis, primarily to the markets/locations mentioned
  • Strong organizational skills and attention to detail. Strong work ethic, being a team player and collaborating with different stakeholders as part of an international team of wealth planning professionals
  • Excellent written and verbal communication skills
  • Ability to work independently and collaborate effectively within a domestic and global team, both in person and in virtual formats
  • Self-starter with a solution-oriented mindset
  • Portuguese native speaker. Fluent in English. Additional European language skills, including Spanish (advanced), are a distinct advantage

Responsibilities

  • Provide strategic wealth planning guidance to RMs and their clients, actively coordinating the wealth planning process by leveraging internal and external experts as needed
  • Implement suitable solutions, such as private insurance, private trusts, private foundations and/or private companies in collaboration with internal and external providers
  • Serve as a subject matter specialist in client-facing interactions, following the JB Advisory Process which includes fact-finding, analysis, discussion of principles, evaluation of concepts, proposal of solutions/services, implementation and follow-up
  • Support the Wealth Planning Key Clients & Family Office Services Team in delivering services to UHNW Brazilian, Portuguese & Latin American resident prospects & clients, by applying a family roadmap approach including advice on family governance, family office services and philanthropy
  • Stay up to date with industry, legal, regulatory and taxation changes, and inform clients and internal stakeholders accordingly
  • Support RMs and other stakeholders by providing training, knowledge transfer and assistance on wealth planning topics and services/products

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.

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