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

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.

This is a challenging and interesting role as a legal counsel with a focus on legal and regulatory matters in relation to the provision of financial services (advisory and discretionary management) as well wealth planning solutions within the team Legal Investment Solutions & Distribution. The team consists of highly qualified lawyers located at the Head Office in Zurich. The team is part of the General Counsel Wealth Management sub-division and provides legal advice to our stakeholders, including senior management from the Division Global Products & Solutions (GPS) of Bank Julius Baer & Co. Ltd. Our work is truly international as we closely collaborate with other teams around the globe with the aim to provide tailor-made solutions with a hands-on approach. We are a dynamic, highly motivated team and pride ourselves in our excellent team spirit and supportive atmosphere.

This global role has a multijurisdictional scope, allows you to work on a wide variety of contractual and regulatory topics in relation to onshore and cross-border financial and wealth planning services. From the very beginning, you will handle your own portfolio of tasks. You therefore have a direct impact on Julius Baer’s legal affairs and business. You will also have a close working relationship with compliance, front office and front risk management.

YOUR CHALLENGE

• Act as legal expert for financial and wealth planning services (including advisory and discretionary mandate services, as well as trust, pension and life insurance solutions)
• Assess and review B2B documentation and agreements, particularly with external partners and providers, in relation to wealth planning services
• Provide guidance to senior management and internal stakeholders on projects and initiatives
• Monitor legal and regulatory developments in Switzerland and assess potential risks related to cross-border service provision (incl. civil liability and regulatory risks)
• Support legal colleagues participating in internal committees by providing wealth planning expertise
• Contribute to strategic projects and deliver ad-hoc legal support, offering efficient, client-oriented solutions related to FinSA and MiFID

YOUR PROFILE

• Master’s degree in law (preferably from a Swiss University) and admission to the bar; additional qualifications such as an LL.M. are an asset
• 1-3 years of professional experience, preferably in a law firm, financial institution of consulting firm
• Profound understanding of Swiss banking and contract law as well as the Swiss regulatory landscape
• Analytical, structured and solution orientated with a proactive approach and capable of translating legal requirements into business-oriented solutions
• A proactive and solution-oriented mindset with the ability to work independently and as a team-player in groups
• Ability to perform under pressure and efficiently handle different competing tasks and priorities
• Good communication skills and a natural capacity to convincingly share ideas
• Excellent proficiency in English and German, knowledge of additional languages is considered an advantage

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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 more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.