Junior Wealth Management Client Services Associate

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

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.