Graduate Programme - Wealth Management, NRI Market

Graduate Programme Zurich 2026, Wealth Management – Non-Resident Indian (NRI) Team

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.

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 personalized, flexible services and our transparent fee structure.

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

• Cultivate relationships with clients
• Respond to clients’/prospects’ needs with investment 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

• 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 elevate transactions or situations putting the Bank at risk to the line manager

• Learn to know and strictly apply all…