Administrative Assistant Relationship Manager (Iberia&Africa)

Union Bancaire Privée; Genf; Hybrid; CHF 70,000 - 90,000; Full time

Job summary

Union Bancaire Privée in Geneva is seeking an organized Administrative Assistant to support Relationship Managers and Assistants in opening new relationships and servicing clients in line with internal regulations. You will handle routine account openings and closures, deposit monitoring, and preparation for client visits and business trips.

Fluency in Portuguese, French and English (Spanish a plus) and Swiss residence are essential as you will work in a fast-paced private banking environment

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.

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

Portuguese

French

English

Spanish

Interpersonal skills

Client orientation

Team spirit

Communication skills

Education

Banking apprenticeship / related training

Private Banking certificate / SAQ

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