Client advisory / Relationship management
Type
Graduate GTP/Full-Time Analyst
Your role
Do you like to work in a dynamic work environment, to deal with complex situations and to understand the whole range of financial markets? Would you like to be part of a high-performing team and a growth story? Do you have a proactive approach to serve clients?
We are looking for a GTP WM (GFIW) in our GFIW Team in Munich having the following responsibilities and tasks:
- Close collaboration with Client Advisors to provide a high-quality service to our customers
- Proactive support of the team in handling complex solutions using our competencies in Wealth Management (WM), Asset Management (AM) and Investment Banking (IB)
- Active support in developing business opportunities and in client acquisition
- Identifying customer needs and elaborate how individual solutions can be best addressed in accordance to our principles
- Based on that, supporting senior Client advisor in strongly focusing on the whole value chain of a product- & service solution based on a holistic client advice, including direct contact to solution providers in Global Wealth Management, Asset Management, Investment Banking and all relevant control functions like Legal, Compliance, Operations, etc.
- Understand risk sources and perform a prudent risk management
Your team
The Global Family Office group is a joint venture between UBS Global Wealth Management and UBS Investment Bank. We are in the unique position to deliver highly sophisticated and individualized solutions and services on a global platform. We use a global coverage model to serve our clients, driven by access and dedicated specialists in AM and IB. The client is in the center of our thinking and their interest comes always first.
The GTP works in a team of client advisors and supports the team to grow our franchise sustainable. Together with the team members the GTP is responsible to cover our clients.
Your expertise
- GERMAN NATIVE SPEAKER MANDATORY and good English skills
You need to be graduating between 2022 and 2024. You need to have, or be on track for a 2.1 (UK grading system) or equivalent in your first undergraduate / bachelor degree.
- Experience in Wealth and/or Asset Management or prior exposure to Investment Banking (IB) might be helpful
- Strong interest in financial and capital markets comprising all asset classes
- You are proactive and come up with own ideas
- You are able to analyze a problem, take a view and come to a decision
- Self-motivated and able to work in an autonomous, yet collaborative environment
- You like to serve clients and you are able to handle different customer needs
- You are a strong team player and love a collaborative dynamic environment
Your Program
To start with you’ll take part in UBS Discovery, a training program to bring you up to speed with our industry, what we do and how we do it.
All our programs break down complex information into manageable elements. And, as well as on- and off-the-job technical training, you’ll have a personal development opportunities for improving general job skills and broadening your network of contacts. You may be rotated through a number of desks and business areas to broaden your product knowledge and extend your network of contact.
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. R