Administrative Assistant Relationship Manager (Iberia&Africa)

UBP - Union Bancaire Privée; Genf; On-site; CHF 60,000 - 90,000; Full time

Job summary

UBP - Union Bancaire Privée in Geneva seeks an organized administrative assistant to support a team of Relationship Managers and Assistants in opening new client relationships and servicing existing ones, ensuring compliance with internal rules within Wealth Management.

The role involves handling account openings and closures, deposit monitoring, preparing for client visits and trips, and managing correspondences.

Qualifications

• Degree in a related field (banking apprenticeship, CYP, banking internship or similar).
• Private Banking certificate, SAQ or other equivalent certification a plus.
• Minimum 2 years of experience in a similar role or within private banking.
• Knowledge in banking, Compliance and KYC.
• Fluent in Portuguese, French and English. Spanish is an added value.
• Swiss residence is mandatory.

Responsibilities

• Administrative support for managers’ daily account-management tasks, including account openings and closures and deposit monitoring.
• Preparation for client visits and managers’ business trips.
• Fixed-term advances and fiduciary services.
• Updating documents.
• Various correspondence, including letters, emails, faxes, etc.

Skills

Team spirit

Interpersonal skills

Client oriented

Communication skills

Education

Banking apprenticeship

CYP or banking internship or similar

Private Banking certificate

Job description

Mission

Provide administrative assistance to a team composed by Relationship Managers and Assistants in the opening of new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines within our Wealth Management division.

Main responsibilities

• Administrative support for managers’ daily account-management tasks, including account openings and closures and deposit monitoring.
• Preparation for client visits and managers’ business trips.
• Fixed-term advances and fiduciary services.
• Updating documents.
• Various correspondence, including letters, emails, faxes, etc.

Your Profile

• Degree in a related field (banking apprenticeship, CYP, banking internship or similar)
• Private Banking certificate, SAQ or other equivalent certification a plus
• Minimum 2 years of experience in a similar role or within private banking
• Knowledge in banking, Compliance and KYC
• Team spirit, interpersonal skills, highly service and client oriented as well as communication skills
• Fluent in Portuguese, French and English. Spanish is an added value
• Swiss residence is mandatory

Core Competencies

Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives