Assistant Wealth Management

Vor 3 Tagen

Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

**Assistant Wealth Management - Turkey**:
**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' 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**:
Be a part of a strong, growing and successful international team.

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

**Main responsibilities**:
Preparing documentation for RMs’ meetings with clients and business trips

Handling AML clarifications and preparing higher-risk client reviews

Preparing and monitoring account openings, closings and mutations

Preparing investment proposals

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)

Supporting the RMs in maintaining records in compliance with internal and external regulation, (e.g. regarding client instructions, portfolio reviews, AML, KYC, etc. )

Stand in for other assistants in case of absences

**Education**:

- Education: CFC

**Experience**:

- Years of experience: 3-7 : intermediate
- Experience in private banking: Mandatory

**Language**:

- English: Fluent

**Personal skills**:

- Swiss resident: Mandatory

Language skills: English fluent, Turkish and/or German are an advantage Personality: highly service
- and client-oriented, strong interpersonal and communication skills, team player Work style: hardworking, efficient, self-reliant, stress resilient, detail-oriented, good priority setting, ability to cope with pressure and high volumes

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