More jobs:
UHNW Wealth Planner – Family Office & Key Clients
Job in
Zürich, 8058, Zurich, Kanton Zürich, Switzerland
Listed on 2026-07-24
Listing for:
Julius Baer
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Julius Baer in Zurich seeks a seasoned Wealth Planner to join JB Wealth Planning. You will provide wealth planning guidance to private clients and collaborate with RMs to shape bespoke wealth solutions.
The role requires deep knowledge of Latin American markets, family governance, philanthropy and tax considerations, with travel to Latin America as needed. Fluent English and Spanish are essential;
German is a plus. You will work in an international team delivering excellence for UHNW clients.
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×