Graduate Program 2025 - Wealth Management, Eastern Europe

Description

Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP 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, 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’ 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-month program, based on a permanent contract in our Wealth Management - Eastern Europe Team in Zurich.

Main responsibilities

You will be part of the Wealth Management - Eastern Europe Team in Zurich.

I. Relationship with private clients and marketing

With the guidance of the relationship manager and 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, considering the client’s profile and types of transactions
   

II.  Assisting relationship managers

With the guidance of an assistant:

• Follow up on and execute administrative tasks: account paperwork filing, transaction executions, trade executions, transfers, discretionary management and advisory mandate processing, 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 managers 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
   

IIII. CWMA (Certified Wealth Management Advisor) / CFA (Chartered Financial Analyst)

You will have the possibility to start the CWMA certificate or the CFA certificate during the program. Both certifications are highly recognized in the banking sector.

• CWMA: The CWMA is accredited by the SAQ (Swiss Association for Quality) and is a certification program that is the industry benchmark in Wealth Management advice to promote best practice advisory services for private clients.
• CFA: The CFA is a globally recognized professional certification in finance and investment management. It is awarded by the CFA Institute and is considered one of the most highly regarded qualifications for investment professionals.

Applications

Applications must be made online, and must include an up-to-date CV, motivation-letter, diplomas and grade-transcripts  

• Program start date: 1st September 2025
• Duration of program: 12 months (permanent contract)
• Interviews: April to June 2025 in Zurich

Personal skills