Anja Minnig

• Support client advisors in the execution of client mandates across wealth management, investment advisory and retirement & succession planning
• Contribute to client relationship management by handling inquiries, identifying client needs, coordinating follow-ups, and supporting the resolution of complex client requests
• Assist in the development of tailored client solutions and ensure high service quality through effective coordination with internal and cross-functional teams

• Provide advisory solutions to affluent private clients with a strong focus on mortgage advisory, as well as investments and pension planning
• Independently manage and develop a client portfolio, delivering tailored financing, financial and investment solutions aligned with client objectives and market conditions
• Establish and manage client relationships through personalized financial and mortgage planning, needs-based advice, and high service quality

Internal development program at UBS for high-performing graduates of previous traineeships.

• Completed multiple cross-divisional rotations, gaining broad exposure across private banking, wealth management, and product management
• 18-month rotation in Private Clients Individual,
• 3-month rotation in Product Management Mortgages, contributing to the LIBOR Transition Project
• 3-month rotation in Wealth Management (HNWI)

Completed a rotational apprenticeship program providing comprehensive hands-on experience across core banking functions, with early exposure to client-facing roles.

• 18-month rotation in Private Client Advisory
• 6-month rotation in Corporate Client Advisory
• 6-month rotation in Wealth Management (Affluent)
• 6-month rotation in HR Recruiting