Menu
Career Vacancies
Position :
Relationship Manager Assistant, Wealth Management - Eastern Europe
Office :
Zürich
Start date :
01.06.2024
Working hours :

Field :

 

Relationship Manager Assistant, Wealth Management - Eastern Europe

Description

Wealth Management (WM): As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services, including a variety of investment management and advisory mandates, tailored to our clients' specific requirements, objectives and risk profiles. Among UBP professional partners, over 300 independent asset managers have chosen us as their custodian bank, valuing our personalised, flexible services and our transparent fee structure.

Mission

Be part of a strong growing and successful international team.

Challenges

Assist the relationship manager in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.

Main responsibilities

  • Preparing the necessary documentation for client meetings and business trips of the relationship manager(s)
  • Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications  
  • Cash management
  • Assist in AML clarifications and preparing clients KYC and related updates 
  • Interacting directly with clients by phone, e-mail and, occasionally in meetings 
  • Preparing and monitoring account openings, closings and mutations 
  • Maintaining records in compliance with internal and external regulation (e.g., of client instructions, portfolio reviews, AML, KYC, etc.)  
  • Various administrative tasks (e.g. preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking)  
  • Deputy of other assistants if needed

This role is located in Zurich.

Education

  • Education: High School/ Maturité / Baccalauréat
  • Certification: Banking apprenticeship, CYP, internship or similar
  • Technical skills: Banking experience

Experience

  • Years of experience: 3-7 : intermediate
  • Experience required: Minimum of 3 years’ experience as a Relationship Manager Assistant
  • Experience in private banking: Mandatory

Language

  • English: Fluent
  • Other: Basic (Russian)

Personal skills

  • Swiss resident: Mandatory

  • Highly service- and client-oriented, strong interpersonal and communication skills
  • Hardworking, efficient, self-reliant, stress resilient, detail-oriented, good priority setting, ability to cope with pressure and high volumes

    Back to list Apply online


  • e-Recruitment Portal – Guidelines for handling personal data supplied by applicants

    This online recruitment system (hereinafter, ‘e-Recruitment Portal’ or ‘Portal’) is used by the Geneva headquarters of Union Bancaire Privée, UBP SA (hereinafter, ‘UBP’) in accordance with Swiss law, in particular with regard to data protection, and with the principles below. The e-Recruitment Portal allows any person (hereinafter, ‘Applicant’), excluding recruitment consultants and headhunters, to submit either an application for a vacancy listed on the Portal or an unsolicited application.

    Discover UBP

    Company culture and values

    The commitment demonstrated by UBP’s staff bears witness to the Bank’s unique corporate culture...

    Corporate 03.11.2023

    Third UBP Next Gen Academy a success

    The UBP Next Generation Academy – which recently took place again, four years after the previous edition, partly in Paris and partly in Geneva – brought together an eclectic and multicultural group of young people with a lot to share and a keen interest in learning from the course and from each other.

    Newsletter

    Sign up to receive UBP’s latest news & investment insights directly in your inbox

    Click and enter your email address to subscribe