Relationship Manager Assistant, Wealth Management

vor 3 Wochen

Zürich, Schweiz Union Bancaire Privee Vollzeit

Relationship Manager Assistant, Wealth Management - Israel

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, 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

Be part of a strong growing and successful international team.

Challenges

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

Education

Education: High School/ Maturité / Baccalauréat Certification: Banking apprenticeship, CYP, internship or similar

Experience

Years of experience: 0-3 : beginner Experience required: Experience as a Relationship Manager Assistant in Wealth Management is required for this role Strong banking knowledge (CYP, CWMA, etc.) Fluent in English Experience in private banking: Mandatory

Language

English: Fluent German: Basic

Personal skills

Swiss resident: Mandatory Highly service- and client-oriented, strong interpersonal and communication skills Hardworking, efficient, self-reliant, stress resilient, detail-oriented, good priority setting, ability to cope with pressure and high volumes

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