Wealth Management Assistant - Eastern Europe Team (Zurich) — Union Bancaire Privée
- Location
- Zürich
- Contract
- full-time
- Posted
- 2 days ago
Role overview
Within our Wealth Management division, you will join our Wealth Management
Eastern Europe Team in Zurich, which is in charge of substantial international client relationships, providing superior quality level of banking services.
The Team is composed of experienced Relationship Managers, Advisors and Assistants.
- Within our Wealth Management division, you will join our Wealth Management
- Eastern Europe Team in Zurich, which is in charge of substantial international client relationships, providing superior quality level of banking services.
- Main responsibilities:
- Prepare the necessary documentation for client meetings and business trips
- Degree/Diploma in a related field or further education;
Main responsibilities
- Main responsibilities:
- Prepare the necessary documentation for client meetings and business trips
Key requirements
- Degree/Diploma in a related field or further education;
Application process
- Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications Cash Management
- Assist in AML clarifications and prepare clients KYC and related updates Provide administrative support to the Team
- Prepare and monitor account openings, closing mutations
- Maintain records in compliance with internal and external regulation.
- For example: Portfolio reviews, AML, KYC, etc. Various administrative tasks: Preparing presentations Travel arrangements
- Support clients with various requests - banking and non-banking Requirements:
- Banking Apprenticeship, Bachelor, Master, CYP, CWMA, or similar
- Previous experience as a Relationship Manager or Wealth Management Assistant in banking is required
Contacts
- Direct interactions with clients by phone, e-mail and occasionally in meetings
Additional details
- Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
- Assist in AML clarifications and prepare clients KYC and related updates Provide administrative support to the Team
- For example: Portfolio reviews, AML, KYC, etc. Various administrative tasks: Preparing presentations Travel arrangements
- Support clients with various requests - banking and non-banking
- Good priority setting, ability to cope with pressure and high volumes
- Motivation Letter (including your preferred employment percentage) Relevant certificates and diplomas Employment references
Notes and original content
- Cash Management
- Assist in AML clarifications and prepare clients KYC and related updates
- Provide administrative support to the Team
- For example: Portfolio reviews, AML, KYC, etc.
- Various administrative tasks:
- Preparing presentations
- Travel arrangements
- Requirements:
- Start: asap
- Location: Zurich
Questions about this listing
What salary does Union Bancaire Privée offer for this role?
Union Bancaire Privée lists CHF 73'500 - 111'500 gross per year for this position in Zürich. 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 Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich 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 Zürich'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.
