Investment Specialist (Partner Access) — Union Bancaire Privée
- Location
- Geneva, Switzerland
- Contract
- full-time
- Posted
- 30 days ago
Role overview
Mission
We’re looking for a front-oriented Investment Specialist to advise clients, execute trades, and grow business across our Wealth Management (WM) and External Asset Manager (EAM) segments.
You’ll combine revenue generation with strong risk management, client engagement, and continuous process/tool improvement to drive quality, volume, and profitability.
- Mission
- We’re looking for a front-oriented Investment Specialist to advise clients, execute trades, and grow business across our Wealth Management (WM) and External Asset Manager (EAM) segments.
- Main responsibilities Advisory & Execution
- Deliver investment advice aligned with UBP’s views and clients’ portfolios
- Master’s degree in Finance, Economics, Engineering, or related
- 5–10 years in private banking, sales trading, investment advisory, or structured products (Swiss or international bank).
Main responsibilities
- Main responsibilities Advisory & Execution
- Deliver investment advice aligned with UBP’s views and clients’ portfolios
- Internalize flows where possible (Structured Products, AMC, UBAM funds, PMG, OTC derivatives) Client Engagement
- Proactively share ideas and marketing materials; tailor pitches using portfolio and flow analysis
- Support Relationship Managers in client meetings, prospecting, and follow-ups to deepen relationships and retention Business Development
- Promote our value-added offering across WM/EAM and within the Bank
- Drive activity, increase transaction volumes, and contribute to PnL Tools & Process Improvement
- Automate and optimize workflows (VBA/Python/Dashboards) to free time for clients
- Suggest and implement improvements to enhance speed, quality, and control Risk, Controls & Conduct
- Lead by example with integrity and professionalism
Key requirements
- Master’s degree in Finance, Economics, Engineering, or related
- 5–10 years in private banking, sales trading, investment advisory, or structured products (Swiss or international bank).
- Deep knowledge of markets and multi-asset products; experience with structured products, funds, mandates, and vanilla/exotic OTC derivatives
- Proven advisory and execution track record with measurable PnL impact
- Strong understanding of Swiss regulations; risk and control mindset
- Advanced Bloomberg; voice trading (Turret) a plus
- Experience with portfolio management systems Technical skills: VBA and/or Python; BI/dashboarding a plus
- Excellent communication; fluent English. French and/or German are strong assets
- Client-centric with commercial drive and negotiation skills
- High vigilance, analytical rigor, and responsiveness under time pressure
- Proactive, innovative, and solution-focused
- Team player; collaborates across WM, EAM, Trading & Treasury, Investment Services, Risk, and Compliance
Contacts
- Receive and execute client orders across channels (Bloomberg, phone, email) with high execution quality
Additional details
- Main responsibilities Advisory & Execution
- Internalize flows where possible (Structured Products, AMC, UBAM funds, PMG, OTC derivatives)
- Support Relationship Managers in client meetings, prospecting, and follow-ups to deepen relationships and retention Business Development
- Drive activity, increase transaction volumes, and contribute to PnL Tools & Process Improvement
- Suggest and implement improvements to enhance speed, quality, and control Risk, Controls & Conduct
- Experience with portfolio management systems Technical skills: VBA and/or Python; BI/dashboarding a plus
- Excellent communication; fluent English. French and/or German are strong assets
- Integrity, accountability, and professionalism in all interactions Swiss residence mandatory
Notes and original content
- Main responsibilities
- Advisory & Execution
- Client Engagement
- Support Relationship Managers in client meetings, prospecting, and follow-ups to deepen relationships and retention
- Business Development
- Drive activity, increase transaction volumes, and contribute to PnL
- Tools & Process Improvement
- Suggest and implement improvements to enhance speed, quality, and control
- Risk, Controls & Conduct
- Your Profile
Questions about this listing
What salary does Union Bancaire Privée offer for this role?
Union Bancaire Privée lists CHF 60'500 - 91'500 gross per year for this position in Geneva, Switzerland. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Union Bancaire Privée offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Union Bancaire Privée during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Geneva?
EU/EFTA residents living in the border zone of the country adjoining Canton Geneva can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Geneva's cantonal migration office or with HR during the application.
How do I apply for this position at Union Bancaire Privée?
Use the "Apply now" button on this page — it links directly to Union Bancaire Privée's original listing at iaadtu.fa.ocs.oraclecloud.eu, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
