ASSISTANT RELATIONSHIP MANAGER (12 MONTHS) — Union Bancaire Privée

Full description

• Mission

Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines within our Wealth Management division.

• Main responsibilities
• Prepare the necessary documentation for client meetings and business trips for relationship managers
• Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
• Provide administrative support to the Relationship Manager and Team Head
• Cash Management
• Assist in AML clarifications and prepare clients KYC and related updates
• 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.)
• Perform other administrative tasks as needed (for example: preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking, etc.)
• Deputy of other assistants if needed
• Your Profile
• Degree in a related field (banking apprenticeship, CYP, banking internship or similar)
• Private Banking certificate, SAQ or other equivalent certification a plus
• Minimum 5 years of experience in a similar role or within private banking
• Strong banking, Compliance and KYC knowledge
• Team spirit, interpersonal skills, highly service and client oriented as well as communication skills
• Fluent in French and English.
• Swiss residence is mandatory
• Others
• Swiss Residence

Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives