INTERNSHIP DETAILS

Summer Internship 2026 – Wealth Planning 100% (f/m/d)

CompanyJulius Baer
LocationZurich
Work ModeOn Site
PostedMarch 16, 2026
Internship Information
Core Responsibilities
The intern will support experienced Wealth Planning professionals in their daily business, including developing content and researching cross-border wealth planning topics. Responsibilities also involve analyzing and drafting client briefings for distribution.
Internship Type
full time
Company Size
7941
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.
About the 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.

Be Empowered with our 10-week Summer Internship Programme.

Join us for a 10-week internship from 1 July to 4 September 2026 and spend your summer discovering the opportunities and challenges of the wealth management industry.

As a student, this internship is a chance to explore your interests, develop new skills, and gain hands-on experience working alongside experienced professionals on real projects. Our programme includes various learning sessions as well as networking opportunities, allowing you to connect with colleagues and our graduates.

Whether you are passionate about law, finance, technology, or innovative problem-solving, our programme provides the ideal environment to learn, grow, and thrive. Apply now and join our dynamic team for a summer of learning, innovation, and excitement!

Your team
As part of Wealth Planning (WP) team, you will have the opportunity to work directly with experienced Wealth Planners in their advising our clients and their families. You will be responsible for tasks supporting Wealth Planners globally, and more specifically our Key Clients & Family Office Services team, providing business support, ensuring the accuracy and maintenance of our client management system, and preparing engaging content for client meetings and prospect pitches.

During your journey, you will gain experience and insight into the work of advising international families with focus on cross-jurisdictional complex cases, collaborating with different departments within Wealth Planning, including but not limited to WP Positioning & Platforms, WP Life Insurance, WP Fiduciary Solutions, etc. You will be actively involved in developing presentations, client briefings, and gaining first-hand experience and acquiring relevant knowledge and personal skills.

YOUR CHALLENGE

Your scope of work will include:

  • Supporting experienced Wealth Planning professionals in their daily business

  • Developing WP Content and researching particular cross-border wealth planning topics

  • Analyze and draft client briefings for client distribution

Your learning will encompass:

  • What wealth planning in a leading global private bank entails

  • How to manage real client cases and the client interaction that goes along with that

  • Problem-solving and delivering solutions, rather than just answering the question

YOUR PROFILE

  • Bachelor student from 2nd year onwards or enrolled Master student in the field(s) of Law or International Private Law

  • Initial practical experience in law-firms or consultancy firms and skills/knowledge in cross-jurisdictions is a plus

  • Fluency in English with other languages a distinct plus (e.g. Spanish, Portuguese or German)

  • Passion for wealth management and a desire to create value beyond wealth

  • A global mindset, excellent interpersonal skills, and a strong appetite for learning

  • Registered in the country of application with a valid work permit

Applications are reviewed on a rolling basis. We appreciate your early application and thank you for your patience during the review process.

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.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

Key Skills
Wealth PlanningClient AdvisingBusiness SupportSystem MaintenanceContent PreparationCross-Jurisdictional CasesPresentation DevelopmentClient BriefingsResearchProblem SolvingInterpersonal SkillsLearning Aptitude
Categories
Finance & AccountingLegalConsulting