Wealth Management Assistant - Eastern Europe (German & English, 100%)
- Escritório
- Zürich
- Data de início
- 01.04.2025
- Tipo de contrato
- Permanent
Description
Within our Wealth Management Division you will join our Eastern Europe 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 experienced Relationship Managers, Advisors and Assistants that ensure that UBP standards are provided to all clients.
Mission
Assist the Relationship Manager in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.
Main responsibilities
- Prepare the necessary documentation for client meetings and business trips for the relationship manager
- Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
- Cash management
- Assist in AML clarifications and prepare clients KYC and related updates
- Provide administrative support to the team head and relationship managers
- Direct interaction with clients by phone, e-mail and, occasionally in meetings
- Prepare and monitor account openings, closings and mutations
- Maintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.)
- Various administrative tasks (for example: preparing presentations, travel arrangements, support clients with various requests, banking and non-banking, etc.)
- Deputy of other assistants if needed
This is a 100% role located in Zurich.
Start: asap
(Due to the responsibilities of this role, remote work is unfortunately not possible or only very limited.)
Personal skills
Education
- Education: Diploma
- Certification: Degree in a related field (banking apprenticeship, CYP, or similar)
- Technical skills: Microsoft Office
Experience
- Years of experience: 3-7 : intermediate
- Experience required:
- Minimum of 3 years’ experience as a Relationship Manager Assistant in banking
- Strong banking knowledge (CYP, CWMA, etc.)
- Fluent in German and English
- Experience in private banking: Mandatory
Language
- English: Fluent
- German: Fluent
OTHER
- Swiss resident: Mandatory