Graduate Programme - Geneve, Schweiz - UNION BANCAIRE PRIVÉE, UBP SA

UNION BANCAIRE PRIVÉE, UBP SA

Geprüftes Unternehmen

Geneve, Schweiz

vor 2 Wochen

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

Graduate Programme - Wealth Management Geneva:

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's 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 months program, based on a permanent contract, in our Geneva Middle East Market Team offering a recent graduate to acquire targeted professional skills and practical experience in the Wealth Management industry.

Challenges:

This specific program contains various rotations in different teams, all of them in high interaction with Wealth Management and allowing to build an extensive internal network of colleagues and experts.
Your training program is offered with the option of obtaining a CFA level or similar.
This program comes along with a permanent contract and represents the ideal foundation for a successful career start in Wealth Management.

Main responsibilities:

I.
Client Relationships and Marketing**Working along and with the guidance of the relationship managers and experts in your team, e.g.

Investment Advisors, Wealth Planning and Credit experts, you will be able to learn:

How to initiate, develop and cultivate relationships with clients
How to respond to clients' and prospect's needs with investments proposals
How to ensure that contractual documents and supporting paperwork are uptodate and signed

- how to comply with the Bank's internal directives, taking into account the client's profile and the different types of transactions

II. Wealth Management Support**You will closely work with the Wealth Management Support Team:

Follow up on and execute administrative tasks
account paperwork, transaction executions, discretionary management and advisory mandate processing, and 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 manager(s) by preparing visits and trips, filing client data and documents, and checking that clients' investments are consistent with their risk profiles
Carry out firstlevel checks as per internal directives, where applicable, and escalate transactions or situations putting the Bank at risk, to the line manager

III. Compliance with regulations and internal directives**- Participate to the Bank's various compulsory training sessions

Applications must be made online by clicking on the button below and must include a CV and a cover letter.
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Start date:1st September 2023

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Application period:until mid