ullibMission /b /li /ulpAssist the relationship manager(s) in opening new relationships and serving clients, in compliance withbr/the Bank’s internal regulations and guidelines within our Wealth Management division. /pullibMain responsibilities /b /liliPrepare the necessary documentation for client meetings and business trips for relationship managers /liliHandle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications /liliProvide administrative support to the Relationship Manager and Team Head /liliCash Management /liliAssist in AML clarifications and prepare clients KYC and related updates /liliDirect interaction with clients by phone, e-mail and, occasionally in meetings /liliPrepare and monitor account openings, closings and mutations /liliMaintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.) /liliPerform other administrative tasks as needed (for example: preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking, etc.) /lilipDeputy of other assistants if needed /p /lilibYour Profile /b /liliDegree in a related field (banking apprenticeship, CYP, banking internship or similar) /liliPrivate Banking certificate, SAQ or other equivalent certification a plus /liliMinimum 5 years of experience in a similar role or within private banking /liliStrong banking, Compliance and KYC knowledge /liliTeam spirit, interpersonal skills, highly service and client oriented as well as communication skills /liliFluent in French and English. /liliSwiss residence is mandatory /li /ulullibOthers /bulliSwiss Residence /li /ul /li /ulpbCore Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives /b /p #J-18808-Ljbffr
ASSISTANT RELATIONSHIP MANAGER (12 MONTHS) in Genève 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.
