Assistant Relationship Manager LATAM WM

Vor 6 Tagen

Genf, Genf, Schweiz UNION BANCAIRE PRIVEE, UBP SA Vollzeit
Karriere und Ausbildung Vacancies
Offene Stelle :Assistant Relationship Manager LATAM

Zweigstelle :Geneva

Eintrittsdatum :

Arbeitszeit :100%

Domain :WM

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Assistant Relationship Manager LATAM
Mission

Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank's internal regulations and guidelines.

Challenges

.

Main responsibilities

Relations with private clients and marketing (in strict compliance with the regulatory framework, the Bank's Cross-Border rules and the Bank's internal directives):

  • Cultivates relationships with clients (both managed and advisory) to ensure a high level of client satisfaction
  • Responds to clients'/prospects' needs with the support of the team's relationship managers or experts
  • Helps clients regularise their tax situation with the support of the Wealth Planning teams
  • Ensures that the contractual documents signed by the clients and the supporting paperwork are up-to-date and comply with the Bank's internal directives, taking into account the client's profile and types of transactions

Administrative tasks, transaction executions, discretionary management mandates, advisory mandates and client queries:

  • Ensures clients' transactions/instructions/requests (stock market orders, transfers, tax report requests, product information, etc.) are executed/addressed correctly and swiftly
  • Ensures best possible execution for clients stock exchange orders in terms of price, time and quantity in strict compliance with the Bank's Investment Suitability rules
  • Ensures that the necessary checks have been carried out before initiating or authorising fund outflows (transfers, securities settlements, cash for collection)
  • Provides administrative support to the relationship manager(s) with opening and closing accounts, preparing visits and trips, filing client data and documents, checking that clients' investments are consistent with their risk profiles;
  • Records all transactions and client contact in the Bank's data systems (transaction reports,contact reports, CMS declarations, etc.), as required by internal directives.
  • Carries out first-level checks as per internal directives, where applicable
  • Escalates to Line Management, Head of PB, Compliance, where applicable, of transactions or situations putting the Bank at risk

Knows and applies internal directives, in particular with regard to:

  • Entering into business relations with clients, contacts/relations with clients (existing or prospective), and related documentation
  • Knows and applies banking laws and regulations (SBA directives, FINMA circulars, Money-Laundering Act, Code of Obligations, Federal Law on Banks, Collective Investment Schemes Act, etc.)
  • Knows and applies specific rules (regarding products, taxes) in force in clients' core markets, based on the reference documents made available by the Bank or, where required, on the
Education
  • Education: Bachelor Degree
Experience
  • Years of experience: 3-7 : intermediate
  • Experience in private banking: Mandatory
Language
  • English: Fluent
  • Spanish: Fluent (Portuguese : An asset)
Personal skills
  • Swiss resident: Mandatory

Zurück zur ListeOnline-Bewerbung

Portal für Online-Bewerbungen – Richtlinien für den Umgang mit personenbezogenen Informationen potenzieller Kandidaten/innen

Das System für Online-Bewerbungen (nachfolgend das «Online-Bewerbungsportal» oder «Portal») der Union Bancaire Privée, UBP SA, (nachfolgend «die UBP») wird von unserem Hauptsitz in Genf aus gemäss schweizerischem Recht, namentlich den Datenschutz betreffend, sowie auf der Grundlage nachfolgender Grundsätze betrieben. Es ermöglicht allen Personen (nachfolgend «die Kandidaten/innen»), Bewerbungen zu den im Online-Bewerbungsportal ausgeschriebenen offenen Stellen sowie Spontanbewerbungen einzureichen. Davon ausgenommen sind Personalvermittlungsunternehmen und Headhunters.

Die UBP garantiert, dass sie über das Online-Bewerbungsportal übermittelte Personendaten wie Vor- und Nachnamen, Anschrift und andere im Zusammenhang mit der Identität oder dem beruflichen Werdegang der Kandidaten/innen stehende Informationen (nachfolgend die «Personendaten») vertraulich behandeln wird. Die Bank wird diese auf einem internen gesicherten Server speichern, zu dem nur die zur Bearbeitung der betreffenden Bewerbung ermächtigten Personen Zugriff haben. Mit der Übermittlung der Personendaten über das Online-Bewerbungsportal akzeptieren die Kandidaten/innen die Risiken der Datenübertragung via Internet, die keinen absoluten Datenschutz garantiert.

Durch die Übermittlung ihrer Personendaten erlauben die Kandidaten/innen, dass diese von der UBP und/oder jeder Zweigstelle der UBP Gruppe (nachfolgend «die UBP Gruppe»), insbesondere von den jeweiligen Human-Resources-Abteilungen im Rahmen der Rekrutierung neuer Mitarbeiter zur Prüfung und Nachverfolgung der Bewerbungen verwendet werden. Liegt für eine offene Stelle der Arbeitsort ausserhalb der Schweiz oder könnte ein Kandidaten/innenprofil eine Zweigstelle der UBP Gruppe im Ausland interessieren, erklären sich die Kandidaten/innen im Voraus damit einverstanden, dass ihre Personendaten der betreffenden Zweigstelle zugestellt werden. Des Weiteren akzeptieren sie, dass das für besagte Zweigstelle im Ausland geltende Recht nicht unbedingt einen dem schweizerischen Recht entsprechenden Daten- oder Arbeitnehmerschutz gewährleistet.

Die UBP verpflichtet sich, ohne Zustimmung der Kandidaten/innen keine vorgenannten Personendaten an Dritte ausserhalb der UBP Gruppe weiterzuleiten, zu veröffentlichen und/oder zu verkaufen, es sei denn, diese Informationsübermittlung erfolge auf Anfrage einer staatlichen, gerichtlichen oder anderen Aufsichtsbehörde und/oder sei von Gesetzes wegen verordnet. Teilen die Kandidaten/innen der UBP den Namen einer Referenzperson mit, müssen sie diese im Voraus davon in Kenntnis setzen und akzeptieren, dass die Vertreter der UBP mit ihr Kontakt aufnehmen.

Falls Kandidaten/innen ihre Bewerbung sowohl über ein Personalvermittlungsunternehmen oder einen Headhunter als auch über das Online-Bewerbungsportal einreichen, wird die UBP einzig die zuerst eintreffende Bewerbung berücksichtigen. Die Kandidaten/innen werden daran erinnert, dass sie laut schweizerischem Recht Zugang zu den sie betreffenden Personendaten haben und dass Ihnen das Recht zusteht, falsch mitgeteilte Informationen zu berichtigen. In diesem Falle werden die Kandidaten/innen gebeten, die UBP über das Online-Bewerbungsportal mit der genauen Angabe des Zwecks ihrer Anfrage zu kontaktieren. Die Bewerbungsunterlagen der Kandidaten/innen werden während der zu ihrer Prüfung erforderlichen Zeit aufbewahrt, die Originale in der Folge an die Kandidaten/innen zurückgeschickt und allfällige Kopien zerstört. Eine Ausnahme bilden die mit dem Einverständnis der Kandidaten/innen aufbewahrten Unterlagen.

Mit der Eingabe von Personendaten in das Online-Bewerbungsportal der UBP

  • stimme ich einer Bearbeitung damit gemäss den oben erläuterten Grundsätzen zu, die ich zur Kenntnis genommen habe.
  • stimme ich einer Aufbewahrung meiner Bewerbungsunterlagen durch die UBP zu, falls die Bank dies im Hinblick auf künftige Stellen für sinnvoll erachtet.

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