Graduate Programme - Wealth Management - Europe & Mediterranean

Union Bancaire Privée

  • Genève
  • CDI
  • Temps-plein
  • Il y a 26 jours
I. Client Relationships and MarketingWorking 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 :
  • How to initiate, develop and cultivate relationships with clients
  • How to respond to clients’ and prospect’s needs with investments proposals
  • How to ensure that contractual documents and supporting paperwork are up-to-date and signed
  • how to comply with the Bank’s internal directives, taking into account the client’s profile and the different types of transactions
II. Wealth Management SupportYou will closely work with the Wealth Management Support Team:
  • Follow up on and execute administrative tasks – account paperwork, 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
  • Participate to the Bank’s various compulsory training sessions
Applications must be made online by clicking on the button below and must include a CV and a cover letter.
  • Start date: 1st September 2024
  • Application period: until 30th April 2024
  • Interviews: April to June 2024
You must be eligible to work in Switzerland. Please include in your CV your nationality/ies and / or your work permit when applicable.

Union Bancaire Privée