Graduate Programme - Wealth Management - Affluent Banking
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 programme, based on a permanent contract, in our Affluent Banking Team offering a recent graduate to acquire targeted professional skills and practical experience in the Wealth Management industry.
Challenges
This specific programme contains various rotations in different teams in Geneva, all of them in high interaction with Wealth Management and allowing to build an extensive internal network of colleagues and experts.
Your training programme is offered with the option of obtaining a CWMA (Certified Wealth Management Advisor) or CFA certification.
This programme represents the ideal foundation for a successful career start in Wealth Management and includes the prospect of obtaining a permanent role within our Affluent Banking Team at the end of the programme.
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 up-to-date 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 first-level 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
- 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
- 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.
- Start date: 1st September 2024
- Application period: until 30th April 2024
- Interviews: April to June 2024
You must be eligible to work in Switzerland. Please include in your CV your nationality/ies and / or your work permit when applicable.
Education
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Education:
Bachelor Degree
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Certification:
Minimum Bachelor, preferably Master degree in finance, economics or related field
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Technical skills:
University degree recently obtained (before August 2024)
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IT Tools:
Solid knowledge of the Microsoft Office environment
Experience
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Years of experience:
0-3 : beginner
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Experience required:
Maximum 12 months’ professional experience
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Experience in private banking:
Optional
Language
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French:
Fluent
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English:
Fluent
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Other:
(any other languages is a plus)
Personal skills
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Swiss resident:
Mandatory
Excellent communication and interpersonal skills
Self-starter, can-do-attitude, a team player able to work under pressure
Curious, analytical and entrepreneurial spirit
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