Assistant Relationship Manager Emerging Markets

Union Bancaire Privée · Geneva, Switzerland (TI)
Categoria: Marketing Contratto: full-time Salario: CHF 75'500 - 133'000

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 the Eastern Europe region.

## Main responsibilities - Prepare the necessary documentation for client meetings and business trips for relationship managers - Execute 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 with direct line contact - 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, CWMA or other equivalent certification a plus - Minimum 5 years of experience in a similar role in a Private Bank - Strong banking and KYC knowledge - Strong team spirit, inter-personal skills, open-minded, highly service and client oriented as well as excellent communication skills - Fluent in French and English. Russian would be a strong added value

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 Eastern Europe region.

## Main responsibilities - Prepare the necessary documentation for client meetings and business trips for relationship managers - Execute 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 with direct line contact - 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, CWMA or other equivalent certification a plus - Minimum 5 years of experience in a similar role in a Private Bank - Strong banking and KYC knowledge - Strong team spirit, inter-personal skills, open-minded, highly service and client oriented as well as excellent communication skills - Fluent in French and English. Russian would be a strong added value

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Information for cross-border workers

Union Bancaire Privée is located in Geneva, Switzerland, Canton of Ticino. Cross-border workers need a G Permit, renewable annually, to work in Switzerland. The Canton of Ticino applies withholding tax at variable rates on gross income, and since 2024 the New Tax Agreement introduces concurrent taxation between Italy and Switzerland.

Swiss social contributions include AVS (5.3%), unemployment insurance (1.1%) and LPP (occupational pension). Use our free tax simulator to calculate your net salary and compare the cost of living between Switzerland and Italy.

Frequently asked questions

What is the net salary for a cross-border worker in Ticino?
Net salary depends on gross income, marital status and number of children. In the Canton of Ticino, withholding tax ranges from about 2% to 15%. In the administration sector in Ticino Use our simulator for a personalised calculation.
Do cross-border workers need Swiss LAMal health insurance?
New cross-border workers since 2024 must enrol in Swiss LAMal within 3 months of starting work. Premiums vary by canton, insurance model and deductible. Compare premiums with our LAMal comparator.