Junior Client Administration Specialist -Temporary 6 months — Union Bancaire Privée

Full description

• Mission

Be a support to the Wealth management teams and in partnering for account documentation tasks.

• Main responsibilities
• Registration of Biens Trouvés for Wealth Management accounts
• Carry out the correct execution of client's transactional mailing items by our subcontractor using the appropriate control reports.
• Manage Client visits, including preparation, amendments and finalization
• Provide account documentation to the Wealth Management Departments and ensure on a timely manner, an irreproachable quality of work
• Manage Swiss Headquarters & Swiss branches archives.
• Process info of deceased clients in Secli (Blocking of account, Succession process)
• Your Profile
• Experience Technical skills
• Analytical Ability: Ability to assimilate procedures and to implement them. Ability to identify issues and raise them in a structured way. Ability to make process improvements.
• Priority Management: Ability to organize the urgencies and anticipate events. Reaction and decision-making ability in face of unforeseen circumstances.
• Communication: Ability to raise issues via the right channel and in a constructive way. Ability to expose constraints and opportunities.
• Adaptability: Ability to change, be flexible
• Team Spirit: Ability to proactively help the others. Ability to finalize the common goal.
• Personal skills
• Open mind and team orientation: Be open to other’s ideas / Balance personal & team interests / Express opinion and criticism in a constructive way

Professional business culture.

• Professional business culture: Think in ‘Problem-Action-Results’ terms / Walk the extra mile / Be proactive and driven / Show strong client service ethic / Build lasting client relationships
• Quality, internal & external regulations: Consistently comply with internal & external regulations / Seek opportunities to improve quality in all features of the work environment.
• Languages:
• English speaking
• German speaking (a plus)
• Others
• Swiss Residence: Mandatory

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