Assistant Relationship Manager — Union Bancaire Privée
- Location
- Bellinzona
- Contract
- full-time
- Posted
- Yesterday
Role overview
Assistant Relationship Manager NAME: CORPORATE JOB TITLE: Assistant Relationship Manager POSITION: REPORTS TO: Branch Manager SENIOR MANAGEMENT FUNCTION (YES/NO): No PRESCRIBED RESPONSBILITY: MATERIAL RISK TAKER (YES/NO): No CERTIFIED (YES/NO): Yes CERTIFIED FUNCTIONS: Client Dealing LAST UPDATED: June 2026
- Assistant Relationship Manager NAME: CORPORATE JOB TITLE: Assistant Relationship Manager POSITION: REPORTS TO: Branch Manager SENIOR MANAGEMENT FUNCTION (YES/NO): No PRESCRIBED RESPONSBILITY: MATERIAL RISK TAKER (YES/NO): No CERTIFIED (YES/NO): Yes CERTIFIED FUNCTIONS: Client Dealing LAST UPDATED: June 2026
- Main Responsibilities
- The Primary responsibility of the Assistant Relationship Manager (ARM) is the day-to-day management of the Bank’s relationships with Wealth Management clients.
Main responsibilities
- Main Responsibilities
- The Primary responsibility of the Assistant Relationship Manager (ARM) is the day-to-day management of the Bank’s relationships with Wealth Management clients.
- The ARM will utilise their in-depth knowledge of the Bank’s products and services to understand the needs and requirements of the client.
- The ARM should be the primary point of contact for the client ensuring a joined-up approach to client coverage with the RM.
- The ARM must have the required skill set to be a delegate on behalf of the RM when they are unavailable.
- The role requires a high level of client service and to act accordingly in the clients’ best interests, in a regulatory compliant and commercial manner. Role Duties
- Build and maintain strong relationships with clients whilst handling day-to-day correspondence with them and their representatives
- Multi-task and use effective time management skills to prioritise short terms tasks while simultaneously managing longer-term projects.
- With the ability to work in a highly pressurised environment, whilst meeting both client and internal deadlines
- Handling data requests from clients and stakeholders within the firm
Additional details
- Assistant Relationship Manager CORPORATE JOB TITLE: SENIOR MANAGEMENT FUNCTION (YES/NO): PRESCRIBED RESPONSBILITY: MATERIAL RISK TAKER (YES/NO): CERTIFIED FUNCTIONS:
- The role requires a high level of client service and to act accordingly in the clients’ best interests, in a regulatory compliant and commercial manner.
- The job description is not exhaustive and may include other duties as assigned from time to time by management. Committee Membership
- This role is required to comply with the Financial Conduct Authority’s (FCA) and Guernsey Financial Services Commission (GFSC) individual Conduct Rules, which are: To act with integrity; To act with due skill, care and diligence;
- To act to deliver good outcomes for retail customers. Person Specification
- Possess a Commercial/Finance/banking-oriented qualification or equivalent experience Skills and Knowledge:
- Experience of working as an assistant in private banking or in another client facing front office role A good understanding of the private client industry and its products
- Completion of UBP Annual Compliance training programme Competencies and Values Required Level
- Upholds the legal, regulatory and ethical standard of the UBP Group Good product knowledge
- Knowledge of legal regulatory and industry requirements Business Development
Notes and original content
- Assistant Relationship Manager
- CORPORATE JOB TITLE:
- REPORTS TO:
- Branch Manager
- SENIOR MANAGEMENT FUNCTION (YES/NO):
- PRESCRIBED RESPONSBILITY:
- MATERIAL RISK TAKER (YES/NO):
- CERTIFIED (YES/NO):
- CERTIFIED FUNCTIONS:
- Client Dealing
Questions about this listing
What salary does Union Bancaire Privée offer for this role?
Union Bancaire Privée lists CHF 68'000 - 103'000 gross per year for this position in Bellinzona. 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 the G permit to apply for this role in Ticino as an Italian cross-border worker?
Yes, if you are resident in Italy within the 20 km border zone. The Swiss employer files the G-permit application at the Ticino cantonal migration office after the contract is signed — first issuance takes 2-6 weeks, then automatic yearly renewal for as long as the employment continues. Weekly return to your Italian home is required to keep the status.
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.
