pulliContract Type Permanent /li /ul h3Job Description /h3 h3Mission /h3 pAssist the relationship manager(s) in opening new relationships and serving clients, in compliance withbr/the Bank’s internal regulations and guidelines within the Hispanic Markets. /p h3Main responsibilities /h3 ul liPrepare the necessary documentation for client meetings and business trips for relationship managers /li liHandle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications /li liProvide administrative support to the Team Head /li liCash Management /li liAssist in AML clarifications and prepare clients KYC and related updates /li liDirect interaction with clients by phone, e-mail and, occasionally in meetings /li liPrepare and monitor account openings, closings and mutations /li liMaintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.) /li liPerform other administrative tasks as needed (for example: preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking, etc.) /li liDeputy of other assistants if needed /li /ul h3Your Profile /h3 ul liDegree in a related field (banking apprenticeship, CYP, banking internship or similar) /li liPrivate Banking certificate, SAQ or other equivalent certification a plus /li liMinimum 5 years of experience in a similar role or within private banking /li liStrong banking, Compliance and KYC knowledge /li liTeam spirit, inter-personal skills, highly service and client oriented as well as communication skills /li liFluent in French, Spanish and English. Any additional language is an added value /li /ul h3Others /h3 ul liSwiss Residence is mandatory /li /ul h3Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives /h3 /p #J-18808-Ljbffr
Assistant Relationship Manager LATAM 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.