Lawyer with a focus on wealth planning, LATAM, Zürich, 100% (f/m/d)
Julius Baer · Posted Oct 12, 2026
- Zurich, Zürich, Switzerland
- On-site
- Full-time · Senior
- 10+ years
Provide strategic and holistic wealth planning guidance to Relationship Managers and their clients, focusing on Latin American markets (especially Mexico) and complex wealth structuring.
Responsibilities
- 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
Requirements
- University degree in Law (a Latin American country qualification)
- master in tax or a related field
- Nice to have: STEP accreditation