At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. We seek a highly skilled Spanish speaking lawyer to join our Wealth Planning team in Zurich, Switzerland. Wealth Planning, a unit of Global Products & Solutions (GPS), is a core offering of the JB Group and provides legal advice (trust, tax, family law and governance) to support Relationship Managers in acquiring, maintaining, and retaining private client relationships.
Tasks
- Provide legal and tax guidance and introduce wealth planning products and solutions to meet the needs of private clients.
- Deliver strategic and holistic wealth planning guidance to Relationship Managers 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 or private companies in collaboration with internal and external providers.
- Serve as a subject matter specialist in client-facing interactions, including traveling to meet with clients together with Relationship Managers.
- Support Relationship Managers and other stakeholders by providing training, knowledge transfer and assistance on wealth planning topics and services/products.
Requirements
- Minimum of 10 years of professional experience in a legal and trust advise role, within a private bank, a legal practice or a family office.
- Strong knowledge of LATAM (especially Mexico) legal and tax structure and experience advising private clients on those matters.
- University degree in Law (a Latin American country qualification), master in tax or a related field is a must.
- Additional qualifications on family governance or STEP accreditation are an advantage.
- Spanish native speaker and fluent in English.
- Client-centric approach and passion for advising private clients.
- Engaging personality with the ability to instil trust with demanding clients and private bankers.
- Capacity to travel to LATAM several times a year.
- Strong work ethic and ability to collaborate with different stakeholders across locations.
- Excellent presentation, written and verbal communication skills.
Bist du Teil dieses Unternehmens?
Dieses Unternehmensprofil wurde automatisch erstellt. Wenn du für Julius Bär Gruppe arbeitest, kannst du das Profil jetzt beanspruchen und verifizieren – kostenlos und in wenigen Minuten.
Über uns
Das Team
The Wealth Planning team is part of Global Products & Solutions (GPS) and collaborates closely with Relationship Managers and other stakeholders.