4 Jobs for Wealth Planning in Switzerland

GPS Wealth Planning Business Risk Manager Zurich, 100% (f/m/d)

Bank Julius Baer & Co. Ltd. • Zürich, CH • On-site

120,000 - 160,000 CHF (est.)

•Full-Time•Permanent

Gap AssessmentRisk ManagementWealth PlanningAudit Principles

Legal Investment Solutions & Distribution 100% (f/m/d)

Bank Julius Baer & Co. Ltd. • Zürich, CH • On-site

120,000 - 160,000 CHF (est.)

•Full-Time•Permanent

FinSAMiFIDLegal AdviceContract Review

Wealth Planner Key Clients & Family Office Services, Zürich, 100% (f/m/d)

Bank Julius Baer & Co. Ltd. • Zürich, CH • On-site

150,000 - 200,000 CHF (est.)

•Full-Time•Permanent

TaxationFamily purposeFamily roadmapPrivate trusts

Senior Relationship Manager (UK clients)

Bank Vontobel AG • Zürich, CH • On-site

150,000 - 250,000 CHF (est.)

•Full-Time•Permanent

Private BankingTrusted AdvisorWealth PlanningClient Retention

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