Graduate Programme Zurich 2026 - Wealth Management, NRI Market (m|f|x) Zürich

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.

This is a unique 12-month programme based on a permanent contract within our Wealth Management – Non-Resident Indian (NRI) Team in Zurich. We are offering an exceptional opportunity for a recent master’s graduate to join our exclusive programme, designed to provide in-depth exposure to Wealth Management at a renowned Private Bank.

The programme offers a comprehensive learning experience, enabling you to gain valuable insights into the finance industry and develop essential skills for a successful career in private banking. While the main location is Zurich, there will be opportunities to travel to our headquarters in Geneva.

The graduate programme consists of 3 to 4 rotations, each lasting either 3 or 4 months. These rotations take place within different teams, all closely connected to Wealth Management, providing an excellent opportunity to build a broad internal network of colleagues and experts. Furthermore, you will benefit from shadowing experiences, gaining valuable exposure to various aspects of the bank’s operations. During the programme, you will also have the possibility to start the CWMA (Certified Wealth Management Advisor) or CFA (Chartered Financial Analyst) certification, further enhancing your professional development.

This programme is specifically designed for young graduates holding a master’s degree, with a maximum of 12 months of professional experience since graduation. You will have the opportunity to transition into a permanent role within a Wealth Management team after completing the programme.

Aufgaben

You will be part of the Wealth Management - Non-Resident-Indian (NRI) Team in Zurich:

1. Relationship with private clients and marketing

With the guidance of relationship managers and experts:

• Cultivate relationships with clients
• Respond to clients’/prospects’ needs with investments proposals
• Ensure that 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

2. Assisting relationship managers

With the guidance of relationship managers and experts:

• 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 and 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

3. Compliance with regulations and internal directives

• Learn to know and strictly apply all internal directives and rules, baking laws and regulations, such as
• those regarding entering 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 session

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

During the programme, you will have the opportunity to pursue either the CWMA certificate or the CFA

certification, both certifications are highly recognized within the banking and finance industry.

• CWMA: Accredited by the Swiss Association for Quality (SAQ), the CWMA certification is the industry
• benchmark for Wealth Management advisory services. It is designed to promote best practices in
• providing tailored financial advice to private clients.
• CFA: The CFA certification, awarded by the CFA Institute, is globally recognized as one of the most
• prestigious qualifications in finance and investment management. It equips professionals with
• advanced knowledge and skills in investment analysis, portfolio management, and ethical standards.

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Educational Background: A completed Master’s degree in Business Administration, Finance, Economics, or a related field from a highly recognized university. Candidates must have graduated within the past 12 months and should have no more than 12 months of professional work experience post-graduation as of the programme start date. Master's degree must have been obtained after September 1, 2025.
• Work Experience: Relevant initial work experience in the finance industry (internships), preferably within Private Banking or Wealth Management.
• Passion for Wealth Management: A strong interest and enthusiasm for pursuing a career in Wealth Management, combined with a solid understanding of the banking industry and financial principles.
• Language Proficiency: Fluency in English is required. Proficiency in additional languages is highly desirable.
• International Experience: International experience is mandatory for this role, such as internships abroad, exchange semesters, or studies completed in a foreign country.
• Key Skills: Exceptional communication and interpersonal skills, with a demonstrated ability to
• innovate, think creatively, and work effectively as part of a team.
• Work Authorization: Applicants must have the legal right to work in Switzerland at the time of application.

Bewerbung

We only accept online applications submitted through our official website. Please note that we do not accept direct applications via email. Ensure that your application includes the following documents:

-CV

-Motivation Letter

-Grade Transcript & Diplomas

-Reference Letters

Applications are reviewed on a rolling basis. We kindly ask you for your patience during the process
Key Dates:

■ Programme start date: 1st September 2026

■ Duration of programme: 12 months (permanent contract)

■ Interviews Period: March to June 2026 (conducted in person in Zurich)

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Kontakt

Standort

Bahnhofstrasse 1, CH-8027 Zürich