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- Aufgaben: Assist Relationship Managers with client interactions and documentation in a dynamic banking environment.
- Arbeitgeber: Join UBP, a leading bank known for superior wealth management services in Eastern Europe.
- Mitarbeitervorteile: Enjoy a full-time role in Zurich with a collaborative international team, though remote work is limited.
- Warum dieser Job: Be part of a supportive team, gain valuable banking experience, and enhance your client service skills.
- Gewünschte Qualifikationen: Requires a diploma/degree in a related field and 3 years of banking assistant experience.
- Andere Informationen: Fluency in English is essential; strong interpersonal skills are a must!
Das voraussichtliche Gehalt liegt zwischen 36000 - 60000 € pro Jahr.
Wealth Management Assistant – Eastern Europe (German & English, 100%)
Within our Wealth Management Division, you will join our Eastern Europe Desk, which is responsible for providing superior banking services to our customers. The desk consists of an international team of experienced Relationship Managers, Advisors, and Assistants that ensure UBP standards are upheld for all clients.
Mission
Assist the Relationship Manager in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.
Main Responsibilities
- Prepare necessary documentation for client meetings and business trips for the Relationship Manager.
- Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders, and credit card applications.
- Manage cash operations.
- Assist in AML clarifications and prepare clients\‘ KYC and related updates.
- Provide administrative support to the team head and Relationship Managers.
- Direct interaction with clients via phone, email, and occasionally in meetings.
- Prepare and monitor account openings, closings, and mutations.
- Maintain records in compliance with internal and external regulations (e.g., portfolio reviews, AML, KYC, etc.).
- Perform various administrative tasks (e.g., preparing presentations, travel arrangements, and supporting clients with various requests, banking and non-banking).
- Act as deputy for other assistants if needed.
Requirements
- Diploma/Degree in a related field and/or further education (banking apprenticeship, CYP, CFA, etc.).
- A minimum of 3 years’ experience as a Relationship Manager Assistant in banking.
- Strong banking knowledge (CYP, CWMA, etc.).
- Fluent in English.
- Highly service- and client-oriented with strong interpersonal and communication skills.
- Hardworking, efficient, self-reliant, stress resilient, and detail-oriented.
- Good at priority setting, with the ability to cope with pressure and high volumes.
This is a 100% role located in Zurich.
Start: ASAP
Due to the responsibilities of this role, remote work is unfortunately not possible or only very limited.
We only accept online applications via our webpage:
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Wealth Management Assistant - Eastern Europe, 100% Arbeitgeber: UBP - Union Bancaire Privée
Kontaktperson:
UBP - Union Bancaire Privée HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Wealth Management Assistant - Eastern Europe, 100%
✨Tip Number 1
Familiarize yourself with the specific banking regulations and compliance standards relevant to Eastern Europe. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the market.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience in Eastern Europe. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your client interaction skills, as direct communication with clients is a key part of this role. Practice scenarios where you handle client inquiries or issues effectively.
✨Tip Number 4
Stay updated on current financial trends and news in Eastern Europe. Being knowledgeable about the market will show your potential employer that you are proactive and well-informed.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Wealth Management Assistant - Eastern Europe, 100%
Tipps für deine Bewerbung 🫡
Understand the Role: Make sure to thoroughly read the job description for the Wealth Management Assistant position. Understand the key responsibilities and requirements, especially the importance of compliance with internal regulations and client interaction.
Tailor Your CV: Customize your CV to highlight relevant experience in banking and as a Relationship Manager Assistant. Emphasize your skills in client service, documentation preparation, and compliance with AML and KYC regulations.
Craft a Strong Cover Letter: Write a cover letter that showcases your motivation for applying to this specific role. Mention your experience in wealth management, your fluency in English, and how your skills align with the needs of the Eastern Europe Desk.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any grammatical errors or typos, and ensure that all information is accurate and presented professionally.
Wie du dich auf ein Vorstellungsgespräch bei UBP - Union Bancaire Privée vorbereitest
✨Showcase Your Banking Knowledge
Make sure to highlight your understanding of banking concepts, especially those relevant to wealth management. Be prepared to discuss your experience with KYC, AML, and other regulatory requirements, as these are crucial for the role.
✨Demonstrate Client Orientation
Since this position requires strong interpersonal skills, be ready to share examples of how you've successfully managed client relationships in the past. Emphasize your ability to handle client requests efficiently and with a service-oriented mindset.
✨Prepare for Administrative Tasks
The role involves various administrative responsibilities, so come prepared to discuss your organizational skills. Mention any tools or methods you use to manage tasks like documentation, scheduling, and record-keeping effectively.
✨Practice Your Language Skills
Fluency in both German and English is essential for this position. During the interview, be sure to demonstrate your language proficiency by switching between the two languages if necessary, and feel comfortable discussing banking topics in both.
