Graduate Program 2025 - Investment Services North Asia
- Bureau
- Hong-Kong
- Date d'entrée
- 01.09.2025
- Temps de travail
- 100%
- Type de contrat
- Graduate
Description
Permanent position with a 12-month rotational program within various teams to discover different business activities, as well as build expertise and professional skills.
Mission
We are a Hong Kong-based team comprising investment teams on the Wealth Management platform that offers Clients the access to UBP’s institutional expertise.
Main responsibilities
Permanent position with a 12-month rotational program within various teams to discover different business activities, as well as build expertise and professional skills.
· Rotation 1 – [Fund team, 3 months]
· Rotation 2 – [Fixed Income and Equity Advisory, 4 months]
· Rotation 3 – [Investment Advisory and RM team, 2 months]
During the program, under supervision of the Head of Investment Service, North Asia as mentor, the Graduate is expected to gain exposure to the following functional areas:
· Private banking investment advisory framework
· Investment and/or external fund manager selection process
· Building blocks of investment portfolios
· Product risk classification and client suitability frameworks for private banks
At the end of all rotations, the Graduate is expected to be trained in:
· Asset class knowledge - gain some understanding and application of the basic process of screening investment products for opportunities.
· Market profiling – support the development of marketing pitches, as well as propositions for new product.
· Market Research and Analysis – continuously develop investment acumen in the context of investing for high-net-worth individuals and entities.
· Product Management - gain some understanding of the Product control landscape integral to the product governance framework.
Education
- Education: Master Degree
Experience
- Years of experience: 0-3 : beginner
- Experience required: Candidates may consider applying if they are eager to contribute and develop a career as an Investment specialist (primarily in the investment funds and Equity/Fixed income markets) who will eventually be responsible to offer specialist advice and handle technical areas, such as the evaluation, development and implementation of Investment product strategy for our Clients and the UBP organisation. • Basic knowledge in excel VBA / at least a programming language e.g. Javascript, Python and C++, will be a plus. • Fluent in English and Cantonese. Mandarin would be an advantage. • Good communication and interpersonal skill. • Proficiency in data analysis skill and good at Excel, PowerPoint and MS Office. • Good adaptability to a fast-changing environment. • Strong analytical and critical thinking skill. • Proactive with a “can-do” mindset and eager to learn.
- Experience in private banking: N/A
Language
- English: Fluent
- Other: Fluent (Cantonese)
- Other: Intermediate (Mandarin)
OTHER
- Swiss resident: N/A