Junior Client Administration Specialist -Temporary 6 months

UNION BANCAIRE PRIVÉE, UBP SA; Genf; Vor Ort; CHF 75.000 - 105.000; Vollzeit

Zusammenfassung

UNION BANCAIRE PRIVÉE, UBP SA in Geneva is seeking a Wealth Management Support professional to assist the Wealth management teams and partner on account documentation tasks.

Key responsibilities include registering Found Assets for Wealth Management accounts, coordinating client transactional mailings with our subcontractor and control reports, managing client visits, and providing timely, high‑quality account documentation; plus archiving at Swiss HQ and branches and handling deceased client

Qualifikationen

• Strong analytical skills to assimilate procedures and implement them.
• Ability to organize urgencies and anticipate events.
• Excellent communication to raise issues and explain constraints.
• Flexible and adaptable to changing tasks.
• Team-oriented with proactive collaboration to achieve goals.

Aufgaben

• 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)

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 others 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