Junior Client Administration Specialist -Temporary 6 months — Union Bancaire Privée
- Location
- Genève
- Contract
- full-time
- Posted
- 5 days ago
Role overview
Mission
Be a support to the Wealth management teams and in partnering for account documentation tasks.
- 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
- Experience Technical skills
- Analytical Ability: Ability to assimilate procedures and to implement them.
Main responsibilities
- 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)
Key requirements
- 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
Additional details
- Ability to finalize the common goal.
- Quality, internal & external regulations: Consistently comply with internal & external regulations / Seek opportunities to improve quality in all features of the work environment. German speaking (a plus) Swiss Residence: Mandatory
Notes and original content
- Your Profile
- Personal skills
- Quality, internal & external regulations: Consistently comply with internal & external regulations / Seek opportunities to improve quality in all features of the work environment.
- English speaking
- German speaking (a plus)
- Swiss Residence: Mandatory
Questions about this listing
What salary does Union Bancaire Privée offer for this role?
Union Bancaire Privée lists CHF 51'100 - 77'500 gross per year for this position in Genève. 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.
