University Graduate – Account Manager UHNWI

During the programme, you will assist Relationship Managers in their daily tasks and specifically be responsible for: Opening, servicing, and maintaining client accounts, and ensuring client data remains accurate and up to date. Coordinating the client onboarding process, collecting required documentation, and supporting compliance with know-your-client (KYC) and anti-money-laundering (AML) requirements. Supporting the team in preparing client and prospect meeting documents, investment proposals across all asset classes, and ad-hoc analyses. Transaction execution and follow-up: Processing client instructions, tracking pending transactions, and resolving operational issues with relevant internal teams. Acting as a secondary contact for day-to-day client enquiries and providing general account-related information. Preparing client reports and presentations, portfolio statements, and maintaining accurate records of client interactions and instructions. Liaising with operational, compliance, legal, and product teams to ensure smooth and timely service delivery.

As part of Region Western Markets & Switzerland, you will join the ultra-high-net-worth individual (UHNWI) team. The team serves multi-generational families and entrepreneurs in an international environment, where relationships require long-term continuity and trust. Given the complexity of UHNWI needs, the team coordinates bespoke structures rather than relying solely on standardised products. To deliver these solutions, they draw on internal and external experts across tax, legal, trading, alternative investments, and structured finance to address the full spectrum of client needs. Underpinning all of this is the Swiss banking tradition of discretion and service excellence; UHNWI teams are trained to handle sensitive family and financial matters with the utmost professionalism and privacy.

• Master's degree from a university or university of applied sciences with above-average grades (graduated within the last 12 months)

• Fluency in German and English; additional languages are a plus

• Passion for client engagement, relationship building, and holistic wealth management

• Excellent communication and interpersonal skills with a global mindset

• Systematic, precise, and diligent working style with the ability to perform well under pressure

• Proactive, independent approach with a positive attitude and openness to taking on extra responsibilities

• Friendly, trustworthy, and integer personality with a high level of risk awareness

• Strong appetite for learning and a drive for continuous improvement, including challenging the status quo

• Ability to adapt to diverse situations and work effectively with relationship managers and clients from varied backgrounds

• Eligibility to work in the country of application (Switzerland)