- Cultivate relationships with clients
- Respond to clients'/prospects' needs with investments proposals
- Ensure that the contractual documents and supporting paperwork are signed and up-to-date
- Comply with the Bank's internal directives, considering the client's profile and types of transactions
- Follow up on and execute administrative tasks: account paperwork filing, transaction executions, trade executions, transfers, discretionary management and advisory mandate processing, client query responses
- Ensure clients' transactions/instructions/requests (stock market orders, transfers, tax report requests, product information, etc.) are executed/addressed correctly and swiftly
- Provide administrative support to the relationship managers by preparing visits and trips, filing client data and documents, and checking that clients' investments are consistent with their risk profiles
- Carry out first-level checks as per internal directives, where applicable, and escalate transactions or situations putting the Bank at risk, to the line manager
- Learn to know and strictly apply all internal directives and rules, banking laws and regulations, such as those regarding entering into business relations with clients, contacts/relations with clients (existing or prospective), anti-money-laundering, cross-border business, investment policies, investor protection, business travel
- Attend the Bank's compulsory training sessions
- Programme start date: 1st September 2024
- Duration of programme: 12 months (permanent contract)
- Interviews: April to June 2024 in Zurich
- Education: Master Degree
- Certification: Master's degree in finance, economics or related field
- Technical skills: Internship in finance industry is preferred
- IT Tools: Microsoft Office
- Years of experience: 0-3 : beginner
- Experience required: Maximum 12 months' professional experience
- Experience in private banking: Optional
- English: Fluent
- German: Fluent
- French: Basic
- Swiss resident: Mandatory
- Excellent communication and interpersonal skills
- Self-Starter
- Demonstrates innovation and creativity
- Team-Player
Graduate Programme - Zürich, Schweiz - Union Bancaire Privee
Beschreibung
Graduate Programme - Wealth Management 2024, Zurich - 12 months
Description
Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th century and the start of a long line of financiers and diplomats of whom Edgar de Picciotto and his descendants are the successors. Today, the Bank's staff draw their inspiration and drive from the founding family's subtle blend of strong moral values and pragmatism, which to this day remain the key to UBP's success. As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking products and services, including a variety of investment management and advisory mandates, tailored to our clients' specific requirements, objectives and risk profiles. Among UBP professional partners, over 300 independent asset managers have chosen us as their custodian bank, valuing our personalised, flexible services and our transparent fee structure.
Mission
This is a unique 12-month programme, based on a permanent contract, in our Wealth Management Europe – Germany team in Zurich, offering a recent graduate to acquire targeted professional skills and practical experience in the Wealth Management industry.
Challenges
Main location is Zurich, with potential travel to our Geneva headquarter. Three defined rotations are planned, providing you with a comprehensive understanding of the bank's operations and business functions. In addition to these three rotations, you will have the opportunity to engage shadowing experiences, gaining valuable insights and exposure to different aspects within the bank. The programme is dedicated to young graduates, with a master's degree and a maximum of 12 months' professional experience, seeking to discover the Wealth Management industry in a private bank.
Main responsibilities
You will be part of the Wealth Management Europe - Germany team.
I. Relationship with private clients and marketing
With the guidance of the relationship manager and experts:
II. Assisting relationship managers
With the guidance of an assistant:
III. Compliance with regulations and internal directives
IIII. CWMA (Certified Wealth Management Advisor)
You will have the possibility to start the CWMA certificate during the programme. The CWMA is accredited by the SAQ (Swiss Association for Quality) and is a certification program that is the industry benchmark in Wealth Management advice to promote best practice advisory services for private clients.
Applications
Applications must be made online, and must include CV, motivation-letter, diplomas and grade-transcript
Education
Experience
Language
Personal skills