Assistant Relationship Manager LATAM — 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 the Hispanic Markets. 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 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, inter-personal skills, highly service and client oriented as well as communication skills
• Fluent in French, Spanish and English. 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