SPECULATIVE APPLICATION - Wealth Management Assistant Zurich (80-100%) — Union Bancaire Privée
- Lieu
- Zürich
- Contrat
- full-time
- Publié
- Hier
Vue d’ensemble du poste
Speculative Application - Wealth Management Assistant Zurich (80-100%) Interested in joining our Wealth Management Team in Zurich, but don't see a suitable role currently available? We're always interested in connecting with talented and motivated Wealth Management Assistants for future opportunities in our Zurich office.
- Contribute to the team success by assisting the relationship managers in opening new relationships and serving clients, in compliance with the bank's internal regulations and guidelines
- Prepare the necessary documentation for client meetings and business trips
- 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
- Direct interactions with clients by phone, e-mail, and occasionally in meetings
- Prepare and monitor account openings, closing mutations
- Maintaining records in compliance with internal and external regulations. For example: Portfolio reviews, AML, KYC, etc.
- Various administrative tasks:
- Preparing presentations
- Main responsibilities:
- Contribute to the team success by assisting the relationship managers in opening new relationships and serving clients, in compliance with the bank's internal regulations and guidelines
- Degree/Diploma in a related field or further education;
Responsabilités principales
- Main responsibilities:
- Contribute to the team success by assisting the relationship managers in opening new relationships and serving clients, in compliance with the bank's internal regulations and guidelines
- Prepare the necessary documentation for client meetings and business trips
Exigences principales
- Degree/Diploma in a related field or further education;
Processus de candidature
- Speculative Application
- Wealth Management Assistant Zurich (80-100%)
- Interested in joining our Wealth Management Team in Zurich, but don't see a suitable role currently available?
- We're always interested in connecting with talented and motivated Wealth Management Assistants for future opportunities in our Zurich office.
- 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
- Maintaining records in compliance with internal and external regulations.
Contacts
- Direct interactions with clients by phone, e-mail, and occasionally in meetings
Détails supplémentaires
- 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 When you apply, please include: Your preferred workload (80-100%) Your earliest possible start date
- Your application will be handled confidentially in accordance with our privacy notice.
Notes et contenu original
- 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:
- Good priority setting, ability to cope with pressure and high volumes
- When you apply, please include:
Questions sur cette offre
Quel salaire propose Union Bancaire Privée pour ce poste ?
Union Bancaire Privée indique CHF 73 500 - 111 500 bruts par an pour ce poste à Zürich. Il s'agit du salaire publié dans l'annonce d'origine (ou, si l'employeur ne précise pas de montant, d'une estimation réaliste pour le rôle et le secteur) — le calculateur de ce site le convertit en net réel une fois l'impôt frontalier et les cotisations sociales appliqués.
Est-ce un poste à temps plein, et quel type de contrat propose Union Bancaire Privée ?
Cette offre est un poste en temps plein. Le type de contrat affiché ici provient directement de l'annonce originale de l'employeur ; confirmez toujours les horaires exacts, le préavis et la durée d'essai avec Union Bancaire Privée pendant le processus de candidature, ces détails pouvant varier même au sein de la même catégorie de contrat.
Ai-je besoin d'un permis de frontalier pour un poste dans le canton de Zurich ?
Les résidents UE/AELE domiciliés dans la zone frontalière du pays voisin du canton de Zurich peuvent demander un permis G ; l'employeur suisse le dépose auprès de l'office cantonal des migrations après signature du contrat. Les règles de zone frontalière et les délais varient selon le pays voisin et le canton — confirmez les détails auprès de l'office des migrations du canton de Zurich ou avec les RH pendant la candidature.
Comment postuler à ce poste chez Union Bancaire Privée ?
Utilisez le bouton « Postuler maintenant » sur cette page — il renvoie directement à l'annonce originale de Union Bancaire Privée sur iaadtu.fa.ocs.oraclecloud.eu, votre candidature arrive donc directement dans le système de suivi des candidatures de l'employeur. Frontaliere Ticino ne collecte ni ne transmet lui-même les candidatures.
