Assistant Relationship Manager

vor 3 Wochen

Geneve, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

**Assistant Relationship Manager**:
**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 personalized, flexible services and our transparent fee structure.

**Mission**:
Assist the relationship managers in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines.

**Challenges**:
Be able to work in a highly regulated market.

**Main responsibilities**:
MAIN DUTIES

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.

Checks

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.

Compliance with regulations and internal directives

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;
Anti-money-laundering;
Cross-border policy;
Investment policy;
Investment Suitability;
Documenting client contact/visits;
Executing transactions, responding to client queries and documenting such activity;
Business travels;
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 Group’s expertise (e.g. the Tax team, Investment Advisory, Wealth Planning).

Training and duty to keep informed

Attends the Bank’s compulsory in-house training sessions and, where applicable, external courses upon the Bank’s request.

**Education**:

- Education: Bachelor Degree

**Experience**:

- Years of experience: 3-7 : intermediate
- Experience required: at least 3-years' experience in a similar role
- Experience in private banking: Mandatory

**Language**:

- English: Fluent
- French: Fluent
- Other: Intermediate (Russian)

**Personal skills**:

- Swiss resident: Mandatory

Proactive Team-player Independent in his/her activities Russian knowledge will be a plus

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