Assistant Relationship Manager — Union Bancaire Privée
- Località
- Bellinzona
- Contratto
- full-time
- Pubblicato
- Ieri
Panoramica
Assistant Relationship Manager NAME: CORPORATE JOB TITLE: Assistant Relationship Manager POSITION: REPORTS TO: Branch Manager SENIOR MANAGEMENT FUNCTION (YES/NO): No PRESCRIBED RESPONSBILITY: MATERIAL RISK TAKER (YES/NO): No CERTIFIED (YES/NO): Yes CERTIFIED FUNCTIONS: Client Dealing LAST UPDATED: June 2026
- Assistant Relationship Manager NAME: CORPORATE JOB TITLE: Assistant Relationship Manager POSITION: REPORTS TO: Branch Manager SENIOR MANAGEMENT FUNCTION (YES/NO): No PRESCRIBED RESPONSBILITY: MATERIAL RISK TAKER (YES/NO): No CERTIFIED (YES/NO): Yes CERTIFIED FUNCTIONS: Client Dealing LAST UPDATED: June 2026
- Main Responsibilities
- The Primary responsibility of the Assistant Relationship Manager (ARM) is the day-to-day management of the Bank’s relationships with Wealth Management clients.
Responsabilità principali
- Main Responsibilities
- The Primary responsibility of the Assistant Relationship Manager (ARM) is the day-to-day management of the Bank’s relationships with Wealth Management clients.
- The ARM will utilise their in-depth knowledge of the Bank’s products and services to understand the needs and requirements of the client.
- The ARM should be the primary point of contact for the client ensuring a joined-up approach to client coverage with the RM.
- The ARM must have the required skill set to be a delegate on behalf of the RM when they are unavailable.
- The role requires a high level of client service and to act accordingly in the clients’ best interests, in a regulatory compliant and commercial manner. Role Duties
- Build and maintain strong relationships with clients whilst handling day-to-day correspondence with them and their representatives
- Multi-task and use effective time management skills to prioritise short terms tasks while simultaneously managing longer-term projects.
- With the ability to work in a highly pressurised environment, whilst meeting both client and internal deadlines
- Handling data requests from clients and stakeholders within the firm
Dettagli ulteriori
- Assistant Relationship Manager CORPORATE JOB TITLE: SENIOR MANAGEMENT FUNCTION (YES/NO): PRESCRIBED RESPONSBILITY: MATERIAL RISK TAKER (YES/NO): CERTIFIED FUNCTIONS:
- The role requires a high level of client service and to act accordingly in the clients’ best interests, in a regulatory compliant and commercial manner.
- The job description is not exhaustive and may include other duties as assigned from time to time by management. Committee Membership
- This role is required to comply with the Financial Conduct Authority’s (FCA) and Guernsey Financial Services Commission (GFSC) individual Conduct Rules, which are: To act with integrity; To act with due skill, care and diligence;
- To act to deliver good outcomes for retail customers. Person Specification
- Possess a Commercial/Finance/banking-oriented qualification or equivalent experience Skills and Knowledge:
- Experience of working as an assistant in private banking or in another client facing front office role A good understanding of the private client industry and its products
- Completion of UBP Annual Compliance training programme Competencies and Values Required Level
- Upholds the legal, regulatory and ethical standard of the UBP Group Good product knowledge
- Knowledge of legal regulatory and industry requirements Business Development
Note e contenuto originale
- Assistant Relationship Manager
- CORPORATE JOB TITLE:
- REPORTS TO:
- Branch Manager
- SENIOR MANAGEMENT FUNCTION (YES/NO):
- PRESCRIBED RESPONSBILITY:
- MATERIAL RISK TAKER (YES/NO):
- CERTIFIED (YES/NO):
- CERTIFIED FUNCTIONS:
- Client Dealing
Domande frequenti su questo annuncio
Che stipendio offre Union Bancaire Privée per questa posizione?
Union Bancaire Privée indica CHF 68'000 - 103'000 lordi annui per questo ruolo a Bellinzona. Questo è lo stipendio pubblicato nell'annuncio originale (o, quando il datore non specifica una cifra, una stima realistica per ruolo e settore) — il calcolatore di questo sito lo converte nel netto reale una volta applicate imposta da frontaliere e contributi sociali.
È un ruolo a tempo pieno, e che tipo di contratto offre Union Bancaire Privée?
Questo annuncio è una posizione a tempo pieno. Il tipo di contratto mostrato qui arriva direttamente dall'annuncio originale del datore di lavoro; conferma sempre orario esatto, preavviso e durata del periodo di prova con Union Bancaire Privée durante il colloquio, perché questi dettagli possono variare anche all'interno della stessa categoria contrattuale.
Serve il Permesso G per candidarmi a questa posizione in Ticino da frontaliere italiano?
Sì, se risiedi in Italia entro la zona di frontiera dei 20 km. Il datore di lavoro svizzero presenta la domanda di Permesso G all'Ufficio della migrazione del Cantone Ticino dopo la firma del contratto — la prima emissione richiede 2-6 settimane, poi il rinnovo è automatico ogni anno finché prosegue il rapporto di lavoro. Il rientro al domicilio italiano almeno una volta a settimana è obbligatorio per mantenere lo status.
Come mi candido a questa posizione presso Union Bancaire Privée?
Usa il pulsante "Candidati ora" in questa pagina — rimanda direttamente all'annuncio originale di Union Bancaire Privée su iaadtu.fa.ocs.oraclecloud.eu, quindi la tua candidatura arriva direttamente nel sistema di gestione candidature del datore di lavoro. Frontaliere Ticino non raccoglie né inoltra candidature in proprio.
