Wealth Management Assistant - Mediterranean Market (100%)

Wealth Management Assistant – Mediterranean Market (100%) Join to apply for the Wealth Management Assistant – Mediterranean Market (100%) role at UBP – Union Bancaire Privée . Within our Wealth Management Division, you will join our Mediterranean Desk, responsible for providing high-quality banking services to our clients. The team comprises experienced Relationship Managers, Advisors, and Assistants dedicated to maintaining UBP standards. Mission Assist the Relationship Manager in opening new client relationships and servicing existing clients, ensuring compliance with internal regulations and guidelines. Main Responsibilities Prepare documentation for client meetings and business trips Handle stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders, and credit card applications Manage cash transactions Assist with AML clarifications and update KYC documentation Provide administrative support to the team and Relationship Managers Interact directly with clients via phone, email, and meetings Coordinate account openings, closings, and mutations Maintain records in compliance with regulations (e.g., portfolio reviews, AML, KYC) Perform various administrative tasks, including preparing presentations and travel arrangements Serve as deputy for other assistants if needed Requirements Degree in a relevant field or further education (banking apprenticeship, CYP, CFA, etc.) Minimum of 3 years\‘ experience as a Relationship Manager Assistant in banking or finance Proficiency in Microsoft Office (Word, Excel, PowerPoint) Fluent in English; basic German skills; knowledge of Hebrew and/or Greek is an asset Strong service orientation, interpersonal and communication skills Hardworking, efficient, self-reliant, stress-resistant, detail-oriented Good at setting priorities, able to handle pressure and high volumes This is a 100% role located in Zurich. Start date: ASAP. Note: We only accept online applications via our webpage. #J-18808-Ljbffr