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Wealth Management Assistant (M/F)

Office
Luxembourg
Start Date
15.01.2025
Working hours
100%
Type of contract
Permanent

Description

Within our Wealth Management Division you will join our International Desk which is in charge of providing superior quality level of banking services to our customers. The desk is composed by an international team of experimented Relationship Managers, Advisors and Assistants that ensure that UBP standards are provided to all clients.


Mission

The main mission is to support our relationship manager(s) in their activities showing pro-activity in compliance with the Bank’s internal regulations, guidelines and quality standards.


Main responsibilities

I.            Support and assistance to the front office and clients:

             1.  Assist Relationship Managers (cfr. “RM”) in their relations with Wealth Management clients and marketing.

         2.  Cultivate relationships with clients to help the RM’s to ensure a high level of client satisfaction.

         3.   Respond to clients’ needs with the support of the team’s relationship managers or corresponding experts.

         4.  Prepare on behalf of the RM’s the contractual documents that need to be presented to clients or obtain supporting documents to complete their file.

 

II.            Administrative tasks, transaction executions

         1.  Follow up on maturity regarding deposits, loans and submit to the RM’s.

         2.  Ensure the swift input of clients’ transactions/instructions/requests (transfers, tax report requests, etc.) and verify if they are executed/addressed correctly.

         3.  Ensure that the necessary checks have been carried out before initiating fund outflows (transfers, securities settlements, cash for collection); follow-up on the correct validation of the orders with respective RM’s.

         4.   Ensure the correct management of clients' credit cards (requests, payments, trouble shooting).

         5.   Evaluate and pro-actively inform RM’s on clients’ request for information or assistance.

         6.  Provide administrative support to the relationship manager(s) with opening and closing accounts, preparing visits and trips, filing client data and documents, (f.ex. mifid letters, …).

         7.  Record all inputted transactions and client contact in the Bank’s data systems (transaction reports, own contact reports, CMS declarations, etc.), as required by internal directives.

Notice: In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, retained candidate will be required to provide an extract from their criminal record as a part of UBP screening process. We encourage all suitable qualified and eligible candidates to apply regardless of their gender identity or expression, age, racial, ethnic and cultural background, religion and beliefs, sexual orientation, disability or neurodiversity.


Personal skills

- Committed and team Player - Client Focused and courteous - Proactive and Can-Do Attitude - Stress Resilient - Multitasking attitude. - Honest and professional attitude. - Solid phone and communication skills (Oral & Written). - Problem Solving and attention to details. - Deep sense of discretion and confidentiality


Education

  • Education: Master Degree
  • Certification: Wealth Management / Finance / Economics

Experience

  • Years of experience: 3-7 : intermediate
  • Experience required: An experience in a similar position is required.
  • Experience in private banking: Mandatory

Language

  • French: Fluent
  • English: Fluent
  • Italian: Advanced

OTHER

  • Swiss resident: N/A

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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.

UBP guarantees the confidential handling of any personal data received via the e-Recruitment Portal, such as names, addresses and other information relating to the Applicant’s identity and professional history (hereinafter, ‘Personal Data’). The Personal Data are securely saved and stored in-house and can be accessed only by those people dealing with the application. In sending their Personal Data via the e-Recruitment Portal, the Applicant accepts the inherent risks of transmitting data over the Internet, which cannot guarantee the data’s absolute protection and security. In sending their Personal Data to us, the Applicant consents to the use of this data by UBP and/or any affiliate of UBP Group (hereinafter, ‘UBP Group’) as part of the recruitment process, in particular by the human resources departments involved in assessing and following up the application. Should the vacant position be located outside Switzerland or should the Applicant’s profile be of interest to one of UBP Group’s entities abroad, the Applicant agrees in advance that their Personal Data may be transmitted to the entity in question. Moreover, they accept that the law applicable to that entity may not offer legal safeguards equivalent to those of Swiss law, as regards data protection and employees’ rights. UBP also pledges not to divulge, make accessible and/or sell Personal Data to third parties outside UBP Group without the Applicant’s consent, unless the communication of this information is ordered by a state body, a legal or supervisory authority, and/or required by law. Furthermore, if the Applicant supplies the name of a third party to UBP as a reference contact, it is the Applicant’s responsibility to inform the person in question beforehand. The Applicant also agrees to the reference being contacted by representatives of UBP. If the Applicant applies through a recruitment agency or headhunter, as well as via the e-Recruitment Portal, only the application that UBP receives first will be considered. Lastly, the Applicant is reminded that, under Swiss law, they have the right to access data concerning them, as well as the right to correct any inaccurate information that they may have submitted. To do so, the Applicant should contact UBP via the e-Recruitment Portal, clearly stating the subject of the request. The Applicant’s file will be kept as long as it is being processed by the departments concerned within UBP Group. The original documents will then be returned to the Applicant and the copies destroyed, unless the Applicant consents to their being kept on file. By entering Personal Data into UBP’s e-Recruitment Portal, I agree that my data be handled in accordance with the above rules and principles, which I have read and understood. I agree to UBP keeping my application on file, should UBP believe that my profile might be relevant to another position in the future.

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