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 Support the Wealth Planning Key Clients & Family Office Services (FOS) Team in delivering services to UHNW prospects and clients, by applying WP’s offering, with focus on Family Roadmap, Family Purpose (including Philanthropy Advisory) and Family Governance, amongst others 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
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.
