Graduate Trainee in Asset Management

February 13, 2024

Graduate Trainee in Asset Management

Reference1 B000661

  • Graduate Programme
  • CH-ZH-Zurich
  • FINANCIAL AND TECHNICAL EXPERTISE
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Graduate Trainee in Asset Management (18 months)
This position will be based in Zurich on a fixed-term contract basis for a duration of 18 months.

Overview

BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions. Managing and advising EUR 537 billion of assets as of 31 December 2021 with a comprehensive range of active, passive and Private investment solutions covering a broad spectrum of asset classes and regions, counting more than 500 investment professionals and around 500 client servicing specialists for individual, corporate and institutional investors in more than 71 countries. In Switzerland with offices in Geneva, Zurich and Lugano, BNP Paribas has been present since 1872. With nearly 1’000 employees and a presence in Geneva, Zurich and Lugano, BNP Paribas (Suisse) SA is a leading European bank in Switzerland for corporates, institutions and private clients.

As an Graduate Trainee in our Asset Management, you will deepen your knowledge regarding the business line you are working in and the bank in general to gain experience and seniority to be able to participate to the commercial objectives of the relevant business line. You will be part of the team and become responsible for various tasks to contribute to the team objectives.

Description of the assignment

Main tasks:

Within our Zurich-based sales team, your key duties and responsibilities include:

  • Customer liaison and servicing of wholesale and institutional clients (in a lesser extent) within the asset management
  • Handling of different types of ad hoc client enquiries (via telephone, e-mail, correspondence, such as providing product presentation and reports, fund various data, arranging product conference calls, etc.)
  • Transmission of various periodic reports to clients (such as Factsheets, Portfolio Composition, Attribution Performance,…)
  • Helping the CRMs to prepare their client meetings with the ad hoc commercial documents
  • Helping the CRMs to maintain and update our client database (Salesforce)
  • Link between clients and our different offices for all kind of request (e.g. client service Luxembourg & France, Legal & KYC Luxembourg & Amsterdam, Marketing Frankfurt)

Marketing / Events:

  • Organization of Portfolio Managers roadshows and group client events (logistics and client chasing if need be)
  • Invite clients to Web Video Conference and other Fund Manager conference calls
  • Preparation and ordering product presentations for roadshows / 1to1 meetings
  • Supporting CRMs during roadshows and events on the spot
  • Coordinate and monitor our participation to various events we sponsor (Fund Fair in Zurich, Citywire conferences + a few others)

Office management:

  • Taking client calls and messages when the CRMs are not available
  • Managing CRMs’ expenses in the NEXT Concur system
  • Booking rooms, organizing internal meetings and conference calls on request

Searched profile

  • Recently graduated from University in Banking/Economics/Finance
  • Strong interest in the area of asset management and sustainable finance
  • Working experience/Internship in the field of Asset Management and Pensions Fund or Insurance Business is an advantage
  • Strong communication skills and service-oriented attitude to work
  • Attraction for client/human contact
  • Fluency in English and advanced German required. French knowledge is an advantage
  • Distinctive IT user skills (Excel, Power Point) 
  • Self-motivation combined with team working skills and ability to establish sustainable relationships with internal contact people
  • Ability to set priorities, be flexible and well organized

Behavioural competencies

  • Organizational skills
  • Ability to collaborate/teamwork
  • Proactivity
  • Ability to deliver/results driven
  • Ability to share/pass on knowledge
  • Attention to detail/rigor
  • Communication skills – oral & written
  • Active listening

Why join us ?

BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces to help talents emerge, express themselves fully and open up to career opportunities on an international level, by integrating a group that stands as a leader within the Eurozone. Please visit us at BNP Paribas Suisse.

In a changing world, diversity, equity and inclusion are key values for the well-being and the good performance of teams. At BNP Paribas, we wish to welcome and retain all talents, without any distinction: together we will build the finance of tomorrow, innovative, responsible and sustainable.

Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility.

NB: all terminologies apply in both the feminine and the masculine. 

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