Lawyer with a focus on wealth planning, LATAM, Zürich, 100% (f/m/d)
Julius Baer is hiring a Lawyer with a focus on wealth planning, LATAM, Zürich, 100% (f/m/d) (Switzerland). Level rates it ; you can apply on Julius Baer.
Level's read on this job
- Little AI ●○○○ is how Level rates this role: aI is not part of the work.
- Level classifies it as a senior role.
- Level lists 190 other open roles at Julius Baer.
AI in this role
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.
We seek a highly skilled Spanish speaking lawyer to join our Wealth Planning team in Zurich, Switzerland.Wealth Planning, a unit of Global Products & Solutions (GPS), is a core offering of the JB Group and provides legal advice (trust, tax, family law and governance…) to support Relationship Managers (RMs) in acquiring, maintaining, and retaining private client relationships.
Your main responsibility will be to provide legal and tax guidance and introduce wealth planning products and solutions to meet the needs of our private clients.
The successful candidate will stand out for their ability to deliver excellence in two key areas. The first is as private legal matter expert in Latin American markets including experience with Mexico. The second is being a legal with a focus on topics such as family governance, philanthropy, relocation, succession planning, taxation and wealth structuring topics.
YOUR CHALLENGE
- Provide strategic and holistic 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, including traveling to meet with the clients together with the RMs
- Support RMs and other stakeholders by providing training, knowledge transfer and assistance on wealth planning topics and services/products
YOUR PROFILE
Professional Qualifications & Education
- Minimum of 10 years of professional experience in a legal and trust advise role, within a private bank, a legal practice or a family office
- Strong knowledge of LATAM (especially Mexico) legal and tax structure and used to advise private clients on those matters
- University degree in Law (a Latin American country qualification), master in tax or a related field is a must
- Additional qualifications on family governance or STEP accreditation, are an advantage
Experience & Competencies
- Spanish native speaker and Fluent in English
- Client-centric approach, passion for advising private clients
- Engaging personality with the ability to instil trust with demanding clients and private bankers
- Capacity to travel to LATAM several times a year
- Strong work ethic and ability to collaborating with different stakeholders across locations
- Excellent presentation, written and verbal communication skills
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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How we rate this
Lawyer with a focus on wealth planning, LATAM, Zürich, 100% (f/m/d) at Julius Baer rates 32 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
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