2027 Graduate Talent Program – GWM Client Account Manager APAC – ZH

About the role

Join the 2027 Global Wealth Management Graduate Talent Program in Zurich’s Client Service Team for UHNW APAC Switzerland. Support Investment Advisors and Relationship Managers with client account processes, inquiries, onboarding, and regulatory coordination. The 18-month program offers professional and technical training, potential rotations, senior-leader events, and networking opportunities.

Responsibilities

• Support Investment Advisors and Relationship Managers with client service and administrative processes.
• Handle account queries, orders, payments, stock orders, foreign exchange, loans, and deposits.
• Assist with account opening, onboarding, due diligence, activity monitoring, and client documentation.
• Research and resolve client inquiries through timely interaction with clients and internal partners.
• Help ensure client accounts comply with legal, compliance, and regulatory requirements.
• Collaborate on strategic projects to improve client experience and engagement.

Team

• Work in Global Wealth Management’s Client Service Team in Zurich.
• Support bespoke services for ultra-high-net-worth and high-net-worth individuals and families.
• Partner with colleagues throughout clients’ wealth management journeys.
• Develop an understanding of the industry, culture, strategy, and business operations.

Program

• The Graduate Talent Program lasts 18 months.
• The program starts on 2027-02-01.
• Receive professional and technical training in wealth management fundamentals.
• Participate in one or more rotations to gain broader business exposure.
• Attend educational events led by senior leaders.
• Build professional networks through mentors, colleagues, and business contacts.

Requirements

• Bachelor’s or master’s degree completed no more than 24 months before program start.
• Excellent written and spoken English, with fluency in Mandarin.
• Proactive problem-solving skills, sound judgement, and a structured working style.
• Ability to work autonomously, manage conflicting priorities, and meet tight deadlines.
• Strong communication skills, strategic thinking, curiosity, and interest in financial services.
• Evidence that responsible and experimental AI use can improve outcomes and efficiency.