Assistant Relationship Manager — Union Bancaire Privée
- Location
- Geneva, Switzerland
- Contract
- full-time
- Posted
- 61 days ago
Role overview
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.
- Mission
- Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with
- Main responsibilities
- Prepare the necessary documentation for client meetings and business trips for relationship managers
- Degree in a related field (banking apprenticeship, CYP, banking internship or similar)
- Private Banking certificate, SAQ or other equivalent certification a plus
Main responsibilities
- Main responsibilities
- Prepare the necessary documentation for client meetings and business trips for relationship managers
Key requirements
- 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, inter-personal skills, highly service and client oriented as well as communication skills
- Fluent in French and English.
- Italian or any additional language is an added value Others Swiss residence is mandatory
- Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility
- Compliance with regulations and internal directives
Application process
- 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
- 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
Contacts
- Direct interaction with clients by phone, e-mail and, occasionally in meetings
Additional details
- Provide administrative support to the Relationship Manager and Team Head
- 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
- Italian or any additional language is an added value Swiss residence is mandatory
Notes and original content
- Cash Management
- 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
- Italian or any additional language is an added value
- Swiss residence is mandatory
Questions about this listing
What salary does Union Bancaire Privée offer for this role?
Union Bancaire Privée lists CHF 83'500 - 126'500 gross per year for this position in Geneva, Switzerland. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Union Bancaire Privée offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Union Bancaire Privée during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Geneva?
EU/EFTA residents living in the border zone of the country adjoining Canton Geneva can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Geneva's cantonal migration office or with HR during the application.
How do I apply for this position at Union Bancaire Privée?
Use the "Apply now" button on this page — it links directly to Union Bancaire Privée's original listing at iaadtu.fa.ocs.oraclecloud.eu, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
