ASSISTANT RELATIONSHIP MANAGER (12 MONTHS)

Union Bancaire Privée; Genf; Híbrido; CHF 110 000 - 150 000; Tempo integral

Resumo da oferta

Union Bancaire Privée in Geneva seeks a dedicated assistant to support relationship managers in opening new client relationships and servicing clients in line with internal regulations within Wealth Management.

You will prepare documents for meetings, handle orders and transactions, provide admin support, manage AML/KYC updates, coordinate travel, and ensure accurate record keeping, while maintaining strong client focus and fluency in French and English. Swiss residence is mandatory.

Qualificações

• Fluent in French and English.
• Minimum 5 years of experience in a similar role or within private banking.
• Strong banking, Compliance and KYC knowledge.

Responsabilidades

• Prepare the necessary documentation for client meetings and business trips for relationship managers
• Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
• Provide administrative support to the Relationship Manager and Team Head
• Cash Management
• Assist in AML clarifications and prepare clients KYC and related updates
• Direct interaction with clients by phone, e-mail and, occasionally in meetings
• Prepare and monitor account openings, closings and mutations
• Maintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.)
• Perform other administrative tasks as needed (for example: preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking, etc.)
• Deputy of other assistants if needed

Conhecimentos

French language

English language

Formação académica

Banking apprenticeship

CYP

Banking internship

Descrição da oferta de emprego

• Mission

Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with
the Bank’s internal regulations and guidelines within our Wealth Management division.

• Main responsibilities
• Prepare the necessary documentation for client meetings and business trips for relationship managers
• Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
• Provide administrative support to the Relationship Manager and Team Head
• Cash Management
• Assist in AML clarifications and prepare clients KYC and related updates
• Direct interaction with clients by phone, e-mail and, occasionally in meetings
• Prepare and monitor account openings, closings and mutations
• Maintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.)
• Perform other administrative tasks as needed (for example: preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking, etc.)

• Deputy of other assistants if needed

• 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 5 years of experience in a similar role or within private banking
• Strong banking, Compliance and KYC knowledge
• Team spirit, interpersonal skills, highly service and client oriented as well as communication skills
• Fluent in French and English.
• Swiss residence is mandatory

• Others
  • Swiss Residence

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