Assistant Wealth Management
vor 1 Monat
Position :Relationship Manager Assistant, Wealth Management - Eastern Europe
Wealth Management (WM):As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services, including a variety of investment management and advisory mandates, tailored to our clients' specific requirements, objectives and risk profiles. Among UBP professional partners, over 300 independent asset managers have chosen us as their custodian bank, valuing our personalised, flexible services and our transparent fee structure.
MissionBe part of a strong growing and successful international team.
Assist the relationship manager in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.
Main responsibilities- Preparing the necessary documentation for client meetings and business trips of the relationship manager(s)
- Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
- Cash management
- Assist in AML clarifications and preparing clients KYC and related updates
- Interacting directly with clients by phone, e-mail and, occasionally in meetings
- Preparing and monitoring account openings, closings and mutations
- Maintaining records in compliance with internal and external regulation (e.g., of client instructions, portfolio reviews, AML, KYC, etc.)
- Various administrative tasks (e.g. preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking)
- Deputy of other assistants if needed
This role is located in Zurich.
Education- Certification:Banking apprenticeship, CYP, internship or similar
- Technical skills:Banking experience
- Years of experience:3-7 : intermediate
- Experience required:Minimum of 3 years’ experience as a Relationship Manager Assistant
- Experience in private banking:Mandatory
- Swiss resident:Mandatory
- Highly service- and client-oriented, strong interpersonal and communication skills
- Hardworking, efficient, self-reliant, stress resilient, detail-oriented, good prioritysetting, ability to cope with pressure and high volumes
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