Wealth Planner - 100% (m/f/d) page is loaded
Wealth Planner - 100% (m/f/d)
Apply locations Dublin time type Full time posted on Posted Yesterday job requisition id r-13887
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.
In this role, you will be based in Dublin supporting both domestic and international clients. Your primary focus will be on delivering wealth planning expertise to private clients residing in Ireland.
YOUR CHALLENGE
- 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 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.
- 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.
YOUR PROFILE
- 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, Tax or a related field. Additional qualifications linked to the area of expertise, such as STEP accreditation, are preferred.
- Passion for wealth planning for Irish private clients.
- Engaging personality with the ability to work effectively with high-net-worth clients, ensuring their needs and objectives are met.
- Strong organizational skills and attention to detail.
- 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.
- Fluent in English. Additional European language skills are advantageous.
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .
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#BeBär - Let's shape the future of wealth management together. Join us
About Us
The international reference in wealth management
Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.
Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.
Why join Julius Baer?
At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.
With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.
Committed to your success
Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes .
For recruiting agents, please see the additional information here .
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