UHNW Specialist in UHNW Competence Centre 100% (f,m,d)

13 February 2026
100%
Zürich

Job summary

Join Julius Baer, a leading Swiss wealth management group. Shape wealth management's future with impactful opportunities.

Tasks

Develop holistic investment proposals with product specialists.
Conduct data-driven needs analysis for client engagement.
Participate in client meetings, presenting integrated solutions.

Skills

University degree in economics, finance, or equivalent experience.
Broad technical knowledge across banking services and solutions.
Strong analytical thinking with excellent communication skills.

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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.

Julius Bär is the leading Swiss wealth management group, advising and supporting sophisticated private clients around the world. In everything we do, we focus on what truly matters to them—professionally and personally, today and for generations to come.

Headquartered in Zurich, we operate in around 60 locations worldwide, including Dubai, Frankfurt, Geneva, Hong Kong, London, Lugano, Luxembourg, Madrid, Mexico City, Monaco, Mumbai, Shanghai, Singapore, and Tel Aviv.

In Private Banking, we serve sophisticated private clients with tailored solutions and the highest level of discretion. To further strengthen our UHNWI client segment and in line with our 2026–2028 strategy, we are seeking an individual to join our UHNW Centre of Competence in Zurich. Become part of our team and start with us in a full-time role immediately.

IHRE AUFGABEN

As a UHNW Specialist in the UHNW competence Centre you will cover:

Development of holistic investment proposals and client presentations in close collaboration with our product specialists

Data‑driven needs analysis and identification of client engagement opportunities

Participation in client meetings and the ability to present our holistic wealth management approach and integrated solutions in a compelling manner

Contribution to and further development of our services and product offering for UHNW clients

Support with ad‑hoc tasks as needed

YOUR PROFILE

Completed university degree (economics, banking, finance, law) or equivalent education or professional experience

Broad technical knowledge and experience across all banking services and solutions, such as liquid assets, private markets, lending, wealth planning, trading and technology solutions used by Single Family Offices (e.g. FIX trading)

Several years of professional experience in a comparable role, ideally with experience in client facing roles

Solid MS Office skills, in particular the ability to analyse large datasets in a structured manner

Independent, reliable, and strong communicator, who enjoys working in a team

Outgoing personality with strong service and sales orientation, combined with a friendly, polished, and professional demeanour

Strong analytical thinking skills, customer and service orientation, ability to work under pressure, solution-oriented mindset and assertiveness

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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