Career Vacancies
Position :
Sales & Marketing Trainee - 12 months
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Start date :
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Field :
WM - Sales & Marketing

Sales & Marketing Trainee - 12 months


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.


The candidate will be part of the Sales & Marketing team and take part in the client analytics function lead by the team.


The Sales & Marketing team is currently enhancing its data analytics capacity in order to further its understanding of analysis of client segmentation, client’s behavior, net new money, product propensity, etc…

Main responsabilities

  • Enhance and develop data analysis and reports as well as to serve as back-up for the team’s data analyst.
  • Maintain and develop the new web-app (R Shiny ) to be used by investment consultants
  • Source and develop datasets from the bank’s systems


  • Education: Master Degree
  • Certification: EPF
  • IT Tools: SQL; R; Python


  • Years of experience: 0-3 : beginner
  • Experience in private banking: Optional


  • English: Advanced
  • French: Advanced

Personal skills

  • Swiss resident: Mandatory

Excellent computing and analytical skills. In particular, the ability to drill-down in existing code in the absence of any documentation. Knowledge and experience of scripting language like R, Python. R will be used, specifically the R tidyverse set of packages. Broad experience of data analysis and databases. SQL will be used. Basic knowledge of web-application development. R Shiny will be used The ability to adapt to and learn new skills and techniques in a very dynamic and changing environment Knowledge of finance is a plus.

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This online recruitment system (hereinafter, ‘e-Recruitment Portal’ or ‘Portal’) is used by the Geneva headquarters of Union Bancaire Privée, UBP SA (hereinafter, ‘UBP’) in accordance with Swiss law, in particular with regard to data protection, and with the principles below. The e-Recruitment Portal allows any person (hereinafter, ‘Applicant’), excluding recruitment consultants and headhunters, to submit either an application for a vacancy listed on the Portal or an unsolicited application.

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