MissionAssist the relationship manager(s) in opening new relationships and serving clients, in compliance withthe Bank’s internal regulations and guidelines within our Wealth Management division.Main responsibilitiesPrepare the necessary documentation for client meetings and business trips for relationship managersHandle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications Provide administrative support to the Relationship Manager and Team HeadCash ManagementAssist in AML clarifications and prepare clients KYC and related updatesDirect interaction with clients by phone, e-mail and, occasionally in meetingsPrepare and monitor account openings, closings and mutationsMaintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.) Perform other administrative tasks as needed (for example: preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking, etc.) Deputy of other assistants if neededYour ProfileDegree in a related field (banking apprenticeship, CYP, banking internship or similar)Private Banking certificate, SAQ or other equivalent certification a plusMinimum 5 years of experience in a similar role or within private bankingStrong banking, Compliance and KYC knowledgeTeam spirit, interpersonal skills, highly service and client oriented as well as communication skillsFluent in French and English.Swiss residence is mandatoryOthersSwiss ResidenceCore Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives #J-18808-Ljbffr
ASSISTANT RELATIONSHIP MANAGER (12 MONTHS) in Geneva Arbeitgeber: Union Bancaire Privée
UBP bietet eine herausragende Arbeitsumgebung, die von einer agilen Unternehmenskultur geprägt ist und Mitarbeiterinitiativen fördert. Als Senior Change Lead im Wealth Management haben Sie die Möglichkeit, bedeutende Veränderungen in einem dynamischen Team zu gestalten und Ihre Karriere durch gezielte Weiterbildungsangebote und ein starkes Netzwerk innerhalb der Organisation voranzutreiben. Zudem profitieren Sie von einem internationalen Arbeitsumfeld in der Schweiz, das Vielfalt und persönliche Entwicklung schätzt.
