SPECULATIVE APPLICATION - Wealth Management Assistant Zurich (80-100%) — Union Bancaire Privée
- Località
- Zürich
- Contratto
- full-time
- Pubblicato
- Ieri
Panoramica
Speculative Application - Wealth Management Assistant Zurich (80-100%) Interested in joining our Wealth Management Team in Zurich, but don't see a suitable role currently available? We're always interested in connecting with talented and motivated Wealth Management Assistants for future opportunities in our Zurich office.
- Contribute to the team success by assisting the relationship managers in opening new relationships and serving clients, in compliance with the bank's internal regulations and guidelines
- Prepare the necessary documentation for client meetings and business trips
- Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
- Assist in AML clarifications and prepare clients KYC and related updates
- Provide administrative support to the team
- Direct interactions with clients by phone, e-mail, and occasionally in meetings
- Prepare and monitor account openings, closing mutations
- Maintaining records in compliance with internal and external regulations. For example: Portfolio reviews, AML, KYC, etc.
- Various administrative tasks:
- Preparing presentations
- Main responsibilities:
- Contribute to the team success by assisting the relationship managers in opening new relationships and serving clients, in compliance with the bank's internal regulations and guidelines
- Degree/Diploma in a related field or further education;
Responsabilità principali
- Main responsibilities:
- Contribute to the team success by assisting the relationship managers in opening new relationships and serving clients, in compliance with the bank's internal regulations and guidelines
- Prepare the necessary documentation for client meetings and business trips
Requisiti principali
- Degree/Diploma in a related field or further education;
Processo di candidatura
- Speculative Application
- Wealth Management Assistant Zurich (80-100%)
- Interested in joining our Wealth Management Team in Zurich, but don't see a suitable role currently available?
- We're always interested in connecting with talented and motivated Wealth Management Assistants for future opportunities in our Zurich office.
- 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
- Prepare and monitor account openings, closing mutations
- Maintaining records in compliance with internal and external regulations.
Contatti
- Direct interactions with clients by phone, e-mail, and occasionally in meetings
Dettagli ulteriori
- Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
- Assist in AML clarifications and prepare clients KYC and related updates Provide administrative support to the team
- For example: Portfolio reviews, AML, KYC, etc. Various administrative tasks: Preparing presentations Travel arrangements
- Support clients with various requests - banking and non-banking
- Good priority setting, ability to cope with pressure and high volumes When you apply, please include: Your preferred workload (80-100%) Your earliest possible start date
- Your application will be handled confidentially in accordance with our privacy notice.
Note e contenuto originale
- Cash Management
- Assist in AML clarifications and prepare clients KYC and related updates
- Provide administrative support to the team
- For example: Portfolio reviews, AML, KYC, etc.
- Various administrative tasks:
- Preparing presentations
- Travel arrangements
- Requirements:
- Good priority setting, ability to cope with pressure and high volumes
- When you apply, please include:
Domande frequenti su questo annuncio
Che stipendio offre Union Bancaire Privée per questa posizione?
Union Bancaire Privée indica CHF 73'500 - 111'500 lordi annui per questo ruolo a Zürich. 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 un permesso da frontaliere per un ruolo nel canton Zurigo?
I residenti UE/AELS nella zona di frontiera del paese confinante con il canton Zurigo possono richiedere il Permesso G; il datore di lavoro svizzero lo presenta all'ufficio della migrazione di quel canton dopo la firma del contratto. Regole sulla zona di frontiera e tempi di lavorazione variano per paese confinante e canton — verifica i dettagli con l'ufficio della migrazione del canton Zurigo o con HR durante il colloquio.
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.
