32 Jobs für Ubs in Zürich

Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together specialist, sector-focused strategy, management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK, Europe, Middle East and APAC.

In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. We are delighted that many of our team have built long and fulfilling careers with us, many staying over a decade. We believe this is because Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others and thrive. As we look to the future, we're excited to be looking for new Alpha colleagues - individuals who are collaborative, innovative and ambitious. We hope you will join us and help shape the next chapter of our growth journey.

Role Responsibilities:

Based in Switzerland, you will carry out consulting engagements or manage projects for prestigious clients, leaders in Asset Management (Asset Managers, Private Banks, Investor Services Providers) in areas including:

• Strategy
• M&A Integration
• Review of Operating Models
• Evolution of Organisations
• Digital Transformation
• Operational Benchmarking
• Change Management

We offer you the opportunity to embark on an exciting career:

• Delivering interesting assignments in an international environment (international assignments and teams, possibility of exchanges with other offices of the group)
• Working with high potential employees in a dynamic environment
• Putting your ideas into practice alongside the team and on client projects
• Taking ownership early on in your career – including possible ownership of deliverables or work streams within a project
• Developing know-how recognised by the major players in the financial industry and participation in the growth of the leader in Asset Management consulting
• Staying abreast of current business and industry trends relevant to the client's business
• You will also participate in the development of the firm's practices (such as Operations or Investments) and various business management areas (e.g.: Marketing or Recruitment)

Role Requirements (Skills, Experience and Qualifications):

• At least 4 years of proven experience in the consulting or projects gained within a leading financial institution or consulting firm
• Significant experience within 'blue-chip' Financial Services organisations, preferably Asset or Wealth Managers
• Experience of projects engaged on Target Operating Model, business processes and/or IT solutions in some of the following areas: Distribution, CRM, Portfolio management & Risk management, Middle & Back Office processes and outsourcing
• An understanding of market trends, drivers and outlook of the Asset and Wealth Management market
• First-class communication, presentation and problem-solving skills with an excellent command of Microsoft Office
• Basic knowledge of client relationship development and business development, for example writing proposals for new projects
• Stakeholder management and influencing skills – with both clients and colleagues
• Superb interpersonal skills with the ability to mentor, coach, and lead junior team members
• Focus on team achievement, not just individual goals
• Strong academic background from a top-ranking business school or engineering school
• Fluency in German and English is required
• Eligible to work in
  Switzerland

Sharing Success:

Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this:

• Competitive base salary
• Share of the profits of the business as a % of base salary: Each year the company distributes among its staff up to 30% of the profits measured through EBITDA.
• 27 days' holiday additional to public holidays
• Pension scheme including cover for disability and death benefits
• Accident and illness insurance
• Laptop and mobile phone
• Comprehensive training and development programmes

Next steps:

If successful, you will have the opportunity to meet various team members during our recruitment process which typically include a Competency style interview, a Case Study interview, and a Final Round interview with one of our Europe Directors.

Our Commitment to Inclusion

At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.

Senior Relationship Manager – Wealth Management (Schweizer Markt)

Im Auftrag unseres Kunden suchen wir einen Senior Relationship Manager (oder ein Team) für den Schweizer Markt zur Verstärkung einer mehrfach ausgezeichneten Wealth Management-Boutique mit Sitz in Zürich. In dieser dynamischen und strategischen Rolle sind Sie für den Aufbau und die Pflege langfristiger Beziehungen zu vermögenden Privatkunden verantwortlich. Dabei bringen Sie Ihre Expertise ein, um massgeschneiderte Finanzlösungen zu entwickeln und nachhaltigen Mehrwert zu schaffen.

Aufgaben

• Auf- und Ausbau des eignen Portfolios von High-Net-Worth (HNW) und Ultra-High-Net-Worth (UHNW) Kunden aus dem Schweizer Markt
• Pflege und Weiterentwicklung des Kundennetzwerks in der Schweiz (und Europa) mit regelmässigen Reisen zur Akquise neuer Mandate und Betreuung bestehender Kunden
• Beratung von Kunden in den Bereichen Portfolio Management, Asset Allocation sowie in traditionellen und alternativen Anlageklassen
• Enge Zusammenarbeit mit Investment Advisory, Compliance- und Execution-Teams

Profil

• Nachweisbare Erfolge in der Akquisition und Betreuung vermögender Privatkunden
• Kontinuierliche berufliche Entwicklung im Wealth Management oder verwandten Bereichen, idealerweise in einer renommierten Bank oder Vermögensverwaltung
• Ausgezeichnete Beziehungen zu HNW- und UHNW-Kunden im Schweizer Markt
• Starkes Netzwerk innerhalb der Private-Banking-Industrie zur Unterstützung der Wachstumsstrategie und zur Weiterentwicklung der Ertrags- und NNM Zielen.
• Teamplayer mit hohen beruflichen Standards, der entscheidungsfreudig, innovativ und belastbar ist
• Hohes Mass an persönlicher und beruflicher Integrität sowie Compliance-Bewusstsein zur Sicherstellung der Einhaltung interner und externer Vorgaben
• Fliessende Sprachkenntnisse in Deutsch Englisch und weiteren europäischen Sprache

Angebot

• Attraktives Vergütungspaket mit leistungsabhängigen Boni und zusätzlichen Benefits
• Dynamisches Arbeitsumfeld mit kurzen Entscheidungswegen und hoher Eigenverantwortung

Joining Capco means joining an organisation that is committed to an inclusive working environment where you're encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It's important to us that we recruit and develop as diverse a range of talent as we can and we believe that everyone brings something different to the table – so we'd love to know what makes you different. Such differences may mean we need to make changes to our process to allow you the best possible platform to succeed, and we are happy to cater to any reasonable adjustments you may require. You will find the section to let us know of these at the bottom of your application form or you can mention it directly to your recruiter at any stage and they will be happy to help.
About Capco
Capco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transformation delivery and managed services to move their organizations forward.

• We specialize primarily in banking & payments, capital markets, wealth & asset management, insurance and energy
• We have a collaborative and efficient approach
• We help our clients successfully innovate, increase revenue, manage risk and regulatory change, reduce costs and enhance controls
• We serve our clients from 32 offices across the Americas, Europe, and Asia Pacific

If creativity and innovation are your passion, then Capco is right for you. You can grow in an inclusive, diverse and collaborative environment. At Capco, we will train and support you to help accelerate your career.

The successful candidate will operate as a consultant for our clients in the financial services industry. The first assignment will be the delivery of a large-scale KYC/AML review and remediation program. For this position we offer a
fixed term contract
until with the possibility of extension.

YOUR CAPCO DAY

• Participating in strategic projects with key clients (Swiss Financial Institutions) to deliver strategic projects as well as complex transformations in the Banking and Payments as well as in the Wealth and Asset Management industry with a certain focus on regulatory and compliance topics
• In the above-mentioned first assignment you will be performing client file reviews and perform quality checks in the banking industry
• Conducting comprehensive KYC and AML analysis and driving client file remediation as needed
• Handling of special cases and non-standard situations in a proactive, comprehensive, yet efficient approach. If needed discuss, report, and escalate complex cases with appropriate stakeholders
• Contributing to the marketing efforts of Capco in the Wealth and Asset Management domain as well as our Risk & Compliance area
• Being part of our journey to become the leading consultancy for Risk & Compliance topics in the Swiss Wealth & Asset Management industry
• Leveraging the collaborative and open environment of Capco, while enjoying its unique and diverse culture (BYAW)

YOUR CAPCO FIT

• At least 2 years of experience in Banking & Payments as well as in the Wealth & Asset Management industry, with experience in Risk and Compliance either in banks/wealth managers or in other consulting firms.
• Ideally experience in reviewing KYC files in private banking, corporate banking and/or wealth management,
• Passionate for the financial services industry, eager to learn and evolve and able to connect the dots between business and technology.
• Collaborative and proactive but also bold and outspoken.
• Self-starter, with excellent organizational skills and ability to establish and deliver on priorities.
• Ability to handle large workloads in an efficient manner
• Enthusiasm for continuous improvement and being part of a high performing team
• Excellent communication skills in English, German is a plus.

WHY CAPCO
A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation.

We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering.

Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset, and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW.

We offer highly competitive benefits, flexible working hours, technical and soft skills training, smartphone & fast mobile internet and a work culture focused on innovation and creation of lasting value for our clients and employees.

Ready to take the Next Step
If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory.

Capital Markets Operations – Wealth Management Front Office Support Associate
Switzerland – Zürich / Opfikon
12 months long contract

Full time office role (no home office and no remote work)

42 hours per week

Operations

Global Wealth Management

Your role
Do you have a high client service orientation and risk awareness? Are you a team player and enjoy collaborating with front office colleagues and other stakeholders? Are you hands-on and have a can-do mentality?

We're looking for a Front Office Support Associates to:

• analyze, review and process various remediation items related to the preparation for the client migration
• manage End to end backflow of remediation items
• document client structures (legal entities & individuals) according to internal and external regulations and policies
• capture client data in internal systems
• perform Quality Checks and Controls
• coordinate with Client Account Managers and Clients to gather - information needed and be prepared for the major platform migration
• Support across teams (e.g. Reporting, Solution Design, etc.)

Your team

• Team is specialized in reviewing client documentation and clean-up of data quality for both Legal Entities and Private Individuals.
• Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• 1-2 year of banking experience
• experience in a supporting or client documentation role
• experience as a Client Advisor Assistant / Front Support Assistant
• expertise knowledge of any Swiss Wealth Manager's core banking tools is of great asset
• customer-oriented as well as pragmatic and positive can-do attitude
• ability to cope with pressure and a high level of flexibility and responsibility
• detail oriented accuracy and structured working, ensuring the highest quality service delivery
• facilitation and problem-solving skills, with good know-how across (CDB & Tax Requirements, Business Risk, Operations, etc.)

Kundenberater (m/w/d)

im Wealth Management

am Standort Zürich

mit Fokus niederländische Kunden

Customer consulting Switzerland Zürich

Sind Sie als Vermögensberater (m/w/d) auf der Suche nach einer Möglichkeit, Ihre Kunden unabhängiger, umfassender, zielorientierter und individueller als bisher zu beraten? Wollen Sie in einem Unternehmen mit zukunftsorientierter Vision sowie langfristiger, erfolgreicher und planbarer Geschäftsstrategie arbeiten? Dann lesen Sie, was wir Ihnen zu bieten haben und was wir von Ihnen erwarten.
Das bieten wir Ihnen

• Eine zukunftsorientierte Vision und eine erfolgreiche Geschäftsstrategie
• Ein attraktives, werteorientiertes Betreuungs- und Geschäftsmodell ohne Ziel- und Verkaufsvorgaben
• Einen ganzheitlichen, ziel- und kundenorientierten Beratungsansatz mit individuellen Anlagestrategien
• Einen systematischen und unabhängigen Anlageprozess mit objektiver Herleitung der Anlageentscheidungen
• Eine Kultur des Miteinanders und gegenseitiger Unterstützung
• Sicherheit für Sie und die Kunden aufgrund der vollständigen Überwachung durch Aufsichtsbehörden in der Schweiz und der Europäischen Union
• Eigenständigkeit, Eigenverantwortung und attraktive Einkommenschancen durch ein erfolgsorientiertes Vergütungssystem
• Unterstützung bei der kontinuierlichen Erweiterung der eigenen Kompetenzen und Fähigkeiten
• Unterstützung in der Marktbearbeitung durch unser Marketing-Team

Ihre Hauptaufgaben bei uns

• Eine aktive Marktbearbeitung und die Stärkung der Präsenz von Colin&Cie vor Ort
• Das Gewinnen neuer Kunden durch den Aufbau von Vertrauen und Zutrauen in die eigene Person und Colin&Cie
• Die Beratung der Kunden anhand eines zielorientierten Beratungsansatzes mit individuellen Anlagestrategien
• Die Implementierung der Anlagestrategie und das laufende Portfolio Management
• Die Betreuung von 35 bis 45 Kundenbeziehungen und die Erledigung administrativer Aufgaben mit hoher Servicequalität

Das bringen Sie mit

• Den Wunsch, Kunden unabhängiger und noch umfassender zu beraten
• Den Willen, sich aus einer klassischen Bankenstruktur zu lösen und neue Wege zu gehen
• Ein bestehendes Business-/ Kundennetzwerk in den Niederlanden und die Fähigkeit, dieses gewinnbringend einzusetzen
• Die Fähigkeit, weitere vertrauensvolle Kundenbeziehungen aufzubauen und zu pflegen
• Die Motivation, den ambitionierten Wachstumskurs von Colin&Cie aktiv mitzugestalten
• Die Überzeugung, bei Colin&Cie das zu finden, was Sie als Kundenberater suchen

Role Description

The Investment Banking Analyst provides analytical support for financial transactions, client advisory, and deal execution. This role involves building complex financial models, conducting market and industry research, and assisting senior bankers throughout the deal lifecycle. Analysts contribute to mergers and acquisitions, capital raising, and strategic advisory projects, ensuring accuracy, timeliness, and high-quality deliverables.

The position requires strong analytical, quantitative, and problem-solving skills, along with the ability to work under tight deadlines. The Analyst collaborates with internal teams and external clients to support decision-making and drive successful transaction outcomes.

Key Responsibilities

• Build and maintain financial models for valuations, M&A, leveraged buyouts, and capital raising transactions.
• Conduct market, industry, and company research to inform client recommendations.
• Prepare pitch books, presentations, and transaction-related documentation.
• Assist in due diligence processes, coordinating with legal, accounting, and consulting advisors.
• Analyze financial statements and market data to provide actionable insights.
• Support senior bankers in structuring, pricing, and executing transactions.
• Monitor deal progress and maintain organized records and databases.
• Participate in client meetings and calls as needed.
• Ensure compliance with internal policies, procedures, and regulatory requirements.
• Contribute to continuous process improvement and documentation standards.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or a related discipline; CFA or MBA preferred.
• 1–3 years of experience in investment banking, corporate finance, or related financial services.
• Strong financial modeling, valuation, and analytical skills.
• Proficiency in Excel, PowerPoint, and financial databases (Bloomberg, Capital IQ, FactSet).
• Excellent research, problem-solving, and critical-thinking abilities.
• Strong written and verbal communication skills for delivering professional presentations.
• High attention to detail and organizational skills.
• Ability to manage multiple projects under tight deadlines.
• Professionalism, discretion, and integrity in handling confidential information.
• Team-oriented with collaborative mindset across levels and functions.

Investment Banking Analyst
Job Description

The position of an Investment Banking Analyst centers on financial analysis, transaction support, and market research within the field of corporate finance. It is regarded as a critical early-stage role that provides exposure to complex financial transactions, client engagement, and investment decision-making processes. Precision, analytical thinking, and discipline are essential qualities in this profession, as the work directly supports significant financial outcomes.

Analysts contribute by developing models, reviewing financial performance, preparing presentations, and supporting senior colleagues during live transactions. The role often requires working within fast-paced environments where accuracy and timeliness are vital.

Role Description

Key responsibilities often include:

• Building and maintaining financial models to evaluate business performance, cash flow, and valuation outcomes
• Preparing pitch books, presentations, and supporting materials for transactions and client meetings
• Conducting industry research and monitoring market trends that influence investment opportunities
• Reviewing company reports, financial statements, and transaction documents to identify risks or opportunities
• Supporting mergers and acquisitions (M&A), capital raising, and restructuring processes
• Coordinating with internal teams to ensure accuracy and completeness of financial information
• Assisting senior professionals in due diligence, market analysis, and execution of financial strategies

This role emphasizes technical precision, the ability to manage large volumes of information, and effective communication. Analysts serve as the foundation for larger teams handling transactions with long-term financial impact.

Qualifications

• Strong foundation in finance, economics, or related disciplines
• Proficiency with financial modeling, valuation methods, and analytical tools
• Familiarity with Excel, PowerPoint, and financial databases used for research and analysis
• High attention to detail with the ability to handle complex numerical information
• Strong organizational and communication skills for supporting cross-functional teams
• Adaptability to long hours and time-sensitive projects, reflecting the dynamic nature of financial markets
• Ability to interpret financial statements and synthesize information into actionable insights

Professional Value

The Investment Banking Analyst role provides unmatched exposure to corporate finance, capital markets, and strategic transactions. It serves as an intensive training ground, combining technical skills with strategic business understanding. Analysts gain insights into valuation, deal structuring, and negotiation while supporting processes that influence entire industries.

This experience often serves as a foundation for broader career development, whether in investment banking, private equity, asset management, or corporate finance. The analytical skills, work ethic, and market knowledge developed in this role create long-term opportunities across the financial sector.

• Ultimately, the Analyst position represents both a technical and strategic role: building rigorous expertise in financial mechanics while contributing directly to the execution of high-profile financial decisions.