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Wealth Management - Private Wealth - Zurich

Zurich, Zurich
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Job Overview

Salary CHF50k - CHF75k (AI est.)
Location Zurich, Zurich
Type Full time

Skills & Requirements

85%

Teams

Essential skill for this role

85% Required
77%

Risk Management

Essential skill for this role

77% Required
69%

Wealth Management

Essential skill for this role

69% Required
61%

Certified Public Accountant

Essential skill for this role

61% Required
Teams
Risk Management
Wealth Management
Certified Public Accountant
English
German
Spanish

Qualifications & Education

About the Role

Business Auditor – Wealth Management and Private Banking – Group Internal Audit 100% (f/m/d)

Curated brief to help you tailor your application.

Role Overview

Start by showing recruiters you understand the team's mission and environment.

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 Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential – as are the committed teams that provide them.

Group Internal Audit (GIA) is an independent function that provides assurance to the Board of Directors and to the Audit Committee. We conduct our work by assessing the Bank’s ability to manage and control risks and advise the functions on how to enhance their risk management capabilities. We report directly to the Chairman of the Board and the Audit Committee.

For our Wealth Management and Private Banking Team based in Zurich (Head Quarter), we are looking for a full-time Senior Internal Auditor.

Credential Spotlight

If you're progressing toward these certifications, make it visible.

  • Certified Public AccountantShowcase audit rotations or controllership projects tied to the CPA.

Skills Snapshot

Double down on these tools and frameworks in your application.

  • Teams
  • Risk Management
  • Wealth Management
  • Certified Public Accountant
  • English
  • German
  • Spanish

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Frequently Asked Questions

A Wealth Management – Private Wealth – Zurich is responsible for key financial functions including analysis, reporting, and strategic planning. This level position requires expertise in sector dynamics and involves working with cross-functional teams to drive business growth and financial performance.
This Wealth Management – Private Wealth – Zurich role typically requires a degree in Finance, Accounting, Economics, or related field. Candidates should have relevant experience in sector, strong analytical skills, proficiency in financial modeling, and excellent communication abilities. Professional qualifications such as CFA, ACCA, or ACA are often preferred.
Career progression from a Wealth Management – Private Wealth – Zurich role can lead to senior finance positions such as Finance Manager, Finance Director, or CFO roles. The sector offers diverse opportunities for professional development, including specialized areas like investment banking, corporate finance, or financial planning and analysis.
To apply for this Wealth Management – Private Wealth – Zurich position, click the 'Send CV' button above to submit your application directly to the hiring manager. Ensure your CV highlights relevant experience and financial expertise. Our recruitment consultants will review your application and contact you within 24-48 hours if your profile matches the requirements.