Wealth Planner

3 weeks ago

Dublin, Dublin City, Ireland Julius Baer Full time

Join to apply for the Wealth Planner - 100% (m/f/d) role at Julius Baer

Join to apply for the Wealth Planner - 100% (m/f/d) role at Julius Baer

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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.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.Seniority level
  • Seniority levelMid-Senior level
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance and Sales
  • IndustriesBanking

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