Assistant Eam Task Force
vor 2 Wochen
**Assistant EAM Task Force - Spanish speaker - Temporary contract - 6 months -**:
**Description**:
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, Eastern Europe, 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's 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.
**Mission**:
A task force with the duty to certify the identity of the end clients, as well as their contact details, and to foster alternative channels of communication.
**Challenges**:
Be able to follow all necessary procedures to work in direct contact with clients.
**Main responsibilities**:
Videoconferencing with each client and display of an ID document
Confirmation of the postmail address of the client
Pitch of the ebanking solution
Possibly asking for some missing CDB documents (Client Documentation reminders)
**Education**:
- Education: Bachelor Degree
**Experience**:
- Years of experience: 3-7 : intermediate
- Experience required: A similar experience in client documentation, client KYC review will be requested
- Experience in private banking: Mandatory
**Language**:
- English: Fluent
- Other: Fluent (Spanish)
**Personal skills**:
- Swiss resident: Mandatory
Proactive Team-player Rigourous Attentive to detail
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