Assistant Relationship Manager LATAM

Union Bancaire Privée; Genf; Vor Ort; CHF 80.000 - 100.000; Vollzeit

Zusammenfassung

Union Bancaire Privée is seeking a professional in Geneva, Switzerland, to assist relationship managers with client relationships in the Hispanic Markets. Candidates should have a degree in a related field with at least 5 years of experience in private banking, strong knowledge of banking compliance and KYC, and fluency in French, Spanish, and English. The role involves preparing documentation for client meetings, handling transactions, and providing administrative support. Swiss residency is mandatory.

Qualifikationen

• Minimum 5 years of experience in a similar role or within private banking.
• Strong knowledge of banking, Compliance, and KYC.
• Swiss Residence is mandatory.

Aufgaben

• Assist relationship managers in opening new relationships.
• Prepare documentation for client meetings and business trips.
• Handle and monitor stock exchange orders and transactions.
• Provide administrative support to the team.
• Directly interact with clients via phone and email.
• Maintain compliance records as per regulations.

Kenntnisse

Team spirit

Strong banking knowledge

Fluent in French

Fluent in Spanish

Fluent in English

Client orientation

Communication skills

Compliance and KYC knowledge

Ausbildung

Degree in a related field

Private Banking certificate or equivalent

Jobbeschreibung

• Contract Type Permanent

Job Description

Mission

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

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 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, inter-personal skills, highly service and client oriented as well as communication skills
• Fluent in French, Spanish and English. Any additional language is an added value

Others

• Swiss Residence is mandatory

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