SPECULATIVE APPLICATION - Wealth Management Assistant Zurich (80-100%)

Union Bancaire Privée; Zürich; Hybrid; CHF 52.000 - 75.000; Vollzeit

Zusammenfassung

Union Bancaire Privée in Zurich is seeking a Wealth Management Assistant to support relationship managers and clients in a fast-paced banking environment.

You will prepare documentation for meetings and trips, handle client communications by phone and email, and assist with AML/KYC updates and account openings.

Qualifikationen

• Degree or Banking Apprenticeship or related qualification.
• Excellent command of English (C1) is mandatory; other languages are an asset.

Aufgaben

• Contribute to team success by assisting relationship managers in opening new relationships and serving clients in compliance with regulations.
• Prepare documentation for client meetings and business trips.
• Handle and monitor orders, payments, and fiduciary relationships; assist AML/KYC clarifications.
• Provide administrative support and direct client interactions by phone and email.
• Prepare and monitor account openings and closing mutations; maintain records per regulations.
• Support presentations, travel arrangements, and ad-hoc requests from clients.

Kenntnisse

English (C1)

Ausbildung

Banking apprenticeship / related degree

Jobbeschreibung

Job Info

• Job Identification 1590
• Job Category WEALTH MANAGEMENT
• Posting Date 09/11/2026, 12:18 PM
• Degree Level High School Graduate
• Job Schedule Full time
• Contract Type Permanent

Job Description

Interested in joining our Wealth Management Team in Zurich, but don't see a suitable role currently available?

We're always interested in connecting with talented and motivated Wealth Management Assistants for future opportunities in our Zurich office.

Main responsibilities:

• Contribute to the team success by assisting the relationship managers in opening new relationships and serving clients, in compliance with the bank's internal regulations and guidelines
• Prepare the necessary documentation for client meetings and business trips
• Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
• Cash Management
• Assist in AML clarifications and prepare clients KYC and related updates
• Provide administrative support to the team
• Direct interactions with clients by phone, e-mail, and occasionally in meetings
• Prepare and monitor account openings, closing mutations
• Maintaining records in compliance with internal and external regulations. For example: Portfolio reviews, AML, KYC, etc.
• Various administrative tasks:
  • Preparing presentations
  • Travel arrangements
  • Support clients with various requests - banking and non-banking

Requirements:

• Degree/Diploma in a related field or further education; Banking Apprenticeship, CYP, Bachelor, Master, CWMA, or similar
• Previous experience as a Relationship Manager Assistant/Wealth Management Assistant in banking is required
• Excellent command of English is mandatory (C1) / any other languages are a strong asset
• Motivated and hardworking personality, highly service- and client-oriented, strong interpersonal and communication skills
• Good priority setting, ability to cope with pressure and high volumes