Menu
Carrière Offres d'emploi
Poste :
Graduate Programme - Wealth Management Geneva
Bureau :
Geneva
Date d'entrée :
01.09.2021
Temps de travail :
100%
Domaine :
WM
 

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

Fixed-term contract and training programme of 18 months, based on a rotation through various departments with strong interaction with Wealth Management. The purpose is to acquire targeted professional skills as well as practical experience.

Challenges

This programme is dedicated to young graduates, with a Master’s degree and a maximum of 6 months’ global professional experience, seeking to discover the wealth management industry. It includes the prospect of obtaining a permanent role within a Wealth Management team.

Main responsabilities

 

I.   Relations with private clients and marketing 

With the guidance of the relationship manager and experts (e.g. Investment Advisor, Wealth Planning and Credit experts):

  • 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, taking into account the client’s profile and types of transactions

 

II.  Administration

With the guidance of the Assistant:

  • Follow up on and execute administrative tasks – account paperwork filing, 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
  • Attend the Bank’s compulsory training sessions

 

Applications must be made through our careers website and must include a CV and a cover letter.

Education

  • Education: Master Degree
  • Certification: Master’s degree in finance obtained before August 2021 at a highly recognized university
  • Technical skills: Solid knowledge of the Microsoft Office suite
  • IT Tools: Microsoft Office suite

Experience

  • Years of experience: 0-3 : beginner
  • Experience required: Maximum 6-months’ professional experience
  • Experience in private banking: Optional

Language

  • English: Fluent
  • French: Fluent
  • Other: (any other language (esp. German or Spanish) would be a plus)

Personal skills

  • Swiss resident: Mandatory

Self-starter - Rigorous - Team player - Entrepreneurial spirit.

Retour à la liste Postulez en ligne


Charte de confidentialité relative au traitement des données personnelles transmises par les candidats(es)

Le présent système de recrutement en ligne de l’Union Bancaire Privée, UBP SA, (« Portail e- Recruitment »), est exploité par notre siège de Genève conformément aux exigences du droit suisse, notamment en matière de protection des données et aux principes énoncés ci-dessous. Il permet à toutes personnes (le/la « Candidat/e »), à l’exclusion des conseillers d’agences de placement de personnel et des chasseurs de têtes, de transmettre toutes candidatures afférentes aux postes vacants mentionnés sur le Portail e-Recruitment et/ou de faire parvenir à l’UBP toutes offres spontanées.

Découvrir UBP

Valeurs et culture d’entreprise

L’engagement des collaborateurs de l’UBP témoigne d’une culture d’entreprise unique, inspirée par son fondateur, qui a su imprégner la Banque des valeurs de la famille...

Corporate 04.06.2021

Sustainable investments break new record in Switzerland

SSF Market Study 2021 reveals what lies behind the growth in sustainable investments

Newsletter

Sign up to receive UBP’s latest news & investment insights directly in your inbox

Click and enter your email address to subscribe