Graduate Programme Hong Kong, 2026, Wealth Management — Union Bancaire Privée

Descrizione completa

• Permanent position with a 12-months rotational program within different teams to discover different activities, as well as build expertise and professional skills.
• Rotation 1 – [Business Management Team for 9 months]
• Rotation 2 – [Investment Services Team for 3 months]
• During the program, under supervision of the Head of CE Office as mentor, the Graduate is expected to:
• Get familiar with the organization structure, the roles and responsibilities of different functional teams and the usage of the Bank’s core systems
• Rotate between business management, front office sales team and Investment Services team to learn the key tasks and responsibilities
• The rotation in the business management team will be focus on:
• Support project management: Learn to collaborate with the team on various projects relates to process improvement, operational efficiency, and Front Office risk management
• Coordinate meeting and presentation, including preparing meeting agenda, coordinating schedules, and taking meeting minutes
• Housekeeping: progress and status tracking in client portfolio review, cross-border travel report, and maintain the Business Introducer list
• Daily routine monitoring task in the Business Management Team
• Coordinate in project UAT / Testing arrangement
• The Graduate will be attached to Assistants of Private Banker to learn the daily tasks carried out in the Front Office, e.g. selling process, order taking from client, handling remittance, account maintenance etc.
• Main responsibilities in the Investment Services Team:
• The Graduate will be attached to various investment/product specialist to learn about the products offering from the bank, e.g. Equity, Fixed Income, Mutual Funds, Structured Products and Alternative Investments, and the key products features and characteristics of these products
• The Graduate will learn from the Advisory team on engaging private client for investment products
• At the end of all rotations, the Graduate is expected to be fully trained in:
• Front Office practices and requirements
• Products and services offered in Private Banking
• Business Management for Private Banking Front Office
• Professional organizational behaviour and conduct in an international Private Bank
• Starting Date: September 2026 Rationale – Why Business Management Team in Private Bank? Joining Business Management team in a Private Bank can be a valuable opportunity to kickstart the Graduate’s career in the Finance industry. For example:
• Practical experience and exposure: Private Banks are at the forefront of the financial industry and the exposures in the Business Management team offers the Graduate get into the inner working of how a private bank operates. The Graduate will gain a comprehensive understanding of the banking operations, risk management, compliance, and client services. This exposure will help the Graduate develop a solid foundation of knowledge and provide a first-hand understanding of the dynamics of the financial sector.
• Skill developments: The internship in a business management team allows the Graduate to develop and enhance essential skills that are highly valued in the finance industry. For example, project management skills, problem solving skills, communication skills, and teamwork etc.
• Networking opportunities: Due to the nature of Business Management team which connects the Front Offices to all the functional team in the middle and back offices, it opens doors to networking opportunities. The Graduate will have the chance to interact with professionals from various departments within the bank, including Bankers, senior executives, investment advisors, COO and Compliance etc. Building relationship with these important individuals can be invaluable, as they can provide guidance, mentorship, and potential future job opportunities. Candidates with, at minimum, a bachelor's degree (or in the final-year study) and, no more than 12 months of full-time post-graduate work experience are welcome to apply.