Junior Client Administration Specialist -Temporary 6 months

Union Bancaire Privée; Genf; Hybrid; CHF 65.000 - 85.000; Vollzeit

Zusammenfassung

Union Bancaire Privée in Geneva seeks a meticulous professional to support Wealth Management teams with account documentation tasks and archiving. You will register Biens Trouvés, coordinate client mailing items via a subcontractor, and manage visits and documentation for timely, impeccable results.

The role requires strong analytical ability, problem-solving, and a client-focused attitude with a willingness to work within Swiss regulatory context.

Qualifikationen

• Ability to assimilate procedures and to implement them.
• Able to identify issues and raise them in a structured way.
• Ability to make process improvements.
• Open mind and team orientation; balance personal and team interests.

Aufgaben

• Register Biens Trouvés for Wealth Management accounts.
• Ensure correct execution of clients' transactional mailing items via subcontractor with proper control reports.
• Manage client visits, including preparation, amendments and finalization.
• Provide account documentation to Wealth Management and ensure timely, high-quality work.
• Manage Swiss Headquarters and branches archives.
• Process information of deceased clients (Blocking of account, Succession).

Kenntnisse

Analytical Ability

Priority Management

Communication

Adaptability

Team Spirit

Jobbeschreibung

Mission

Be a support to the Wealth management teams and in partnering for account documentation tasks.

Main responsibilities

• Registration of Biens Trouvés for Wealth Management accounts

• Carry out the correct execution of client's transactional mailing items by our subcontractor using the appropriate control reports.

• Manage Client visits, including preparation, amendments and finalization

• Provide account documentation to the Wealth Management Departments and ensure on a timely manner, an irreproachable quality of work

• Manage Swiss Headquarters & Swiss branches archives.

• Process info of deceased clients in Secli (Blocking of account, Succession process)

Your Profile

• ExperienceTechnical skills
  • Analytical Ability: Ability to assimilate procedures and to implement them. Ability to identify issues and raise them in a structured way. Ability to make process improvements.
  • Priority Management: Ability to organize the urgencies and anticipate events. Reaction and decision-making ability in face of unforeseen circumstances.
  • Communication: Ability to raise issues via the right channel and in a constructive way. Ability to expose constraints and opportunities.
  • Adaptability: Ability to change, be flexible
  • Team Spirit: Ability to proactively help the others. Ability to finalize the common goal.
    
• Personal skills
  • Open mind and team orientation: Be open to other’s ideas / Balance personal & team interests / Express opinion and criticism in a constructive way
    Professional business culture.
  • Professional business culture: Think in ‘Problem-Action-Results’ terms / Walk the extra mile / Be proactive and driven / Show strong client service ethic / Build lasting client relationships
  • Quality, internal & external regulations: Consistently comply with internal & external regulations / Seek opportunities to improve quality in all features of the work environment.
    
  • Languages:
    • English speaking
    • German speaking (a plus)
• Others
  • Swiss Residence: Mandatory

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