Published: 02 April 2024
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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 :
II. Wealth Management Support
You will closely work with the Wealth Management Support Team:
III. Compliance with regulations and internal directives
Applications must be made online by clicking on the button below and must include a CV and a cover letter.
You must be eligible to work in Switzerland. Please include in your CV your nationality/ies and / or your work permit when applicable.
Education
Education:
Bachelor Degree
Certification:
Minimum Bachelor, preferably Master degree in finance, economics or related field
Technical skills:
University degree recently obtained (before August 2024)
IT Tools:
Solid knowledge of the Microsoft Office environment
Experience
Years of experience:
0-3 : beginner
Experience required:
Maximum 12 months’ professional experience
Experience in private banking:
Optional
Language
French:
Fluent
English:
Fluent
Other:
(any other languages is a plus)
Personal skills
Excellent communication and interpersonal skills
Self-starter, can-do-attitude, a team player able to work under pressure
Curious, analytical and entrepreneurial spirit
Swiss resident:
Mandatory