Wealth Planning Advisor, 100% (f/m/d)

28 February 2026
100%
Genf

Job summary

Join Julius Baer in Geneva, a leader in wealth management. Be part of a dynamic, innovative team shaping the future of finance.

Tasks

Advise clients on Swiss civil and tax law matters effectively.
Collaborate with experts to deliver comprehensive wealth planning solutions.
Support senior planners in legal assessments and client documentation.

Skills

Master's degree in Law or Economics with tax expertise.
Strong analytical capabilities and entrepreneurial thinking.
Excellent communication skills and a client-focused approach.

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About the job

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.

Based in Geneva, you will become an integral member of the Bank’s esteemed Wealth Planning team, a centre of excellence known for delivering bespoke, sophisticated solutions to high-net-worth individuals across Switzerland and beyond.

In this dynamic role, you will combine deep expertise in Swiss civil and tax law with a consultative approach to help clients navigate complex personal and financial landscapes.

Working closely alongside senior advisors and relationship managers, you will play a key role in designing and implementing holistic wealth planning strategies.

At Julius Baer, entrepreneurship meets responsibility. We value independent thinking, collaboration, and innovation, all anchored in integrity and trust.

If you are ready to take ownership of challenging cases and drive impactful outcomes in one of the world’s most prestigious private banking environments, we invite you to become part of our mission to redefine what’s possible in wealth planning.

YOUR CHALLENGE

Advising and supporting bank clients on civil and tax law matters under Swiss law (in particular tax law, matrimonial property law, inheritance law, and adult protection law)

Supporting senior wealth planners in legal and tax assessments and the preparation of client documentation

Collaborating with other specialists within the bank to deliver comprehensive client solutions (e.g., working with international colleagues from the Wealth Planning team)

Coordinating and cooperating with a range of external experts (lawyers, notaries, and other specialists)

Assessing and implementing appropriate legal, tax and wealth planning solutions for clients residing in Switzerland or in cross-border situations involving Switzerland

Contributing to internal Wealth Planning projects and presentations to the clients and the relationship managers of the bank

Drafting training documents and presentations

YOUR PROFILE

Master’s degree in Law or Economics

Tax Expertise ongoing/other tax diploma

3 – 5 years of professional experience in private client services (within a consulting firm, a renowned law firm, or a Swiss notary public office), ideally 2 years gained in a big four

Solid knowledge of Swiss civil law and tax law

Excellent communication skills and a service-oriented, client-focused personality

Entrepreneurial thinking and a strong sense of responsibility

Professional and well-considered demeanour

Sound technical judgement and strong analytical capabilities

Team-oriented individual with an open mindset

Native French and Business English

Advanced proficiency in MS Office (Word, Excel, PowerPoint)

Capacity to work and travel within Switzerland (including Vaud and Wallis)

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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