Wealth Banking Assistant: Client Relations & Compliance

Union Bancaire Privée; Genf; Hybrid; CHF 110,000 - 150,000; Full time

Job summary

Union Bancaire Privée in Geneva seeks a dedicated assistant to support relationship managers in opening new client relationships and servicing clients in line with internal regulations within Wealth Management.

You will prepare documents for meetings, handle orders and transactions, provide admin support, manage AML/KYC updates, coordinate travel, and ensure accurate record keeping, while maintaining strong client focus and fluency in French and English. Swiss residence is mandatory.

Qualifications

• Fluent in French and English.
• Minimum 5 years of experience in a similar role or within private banking.
• Strong banking, Compliance and KYC knowledge.

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 Relationship Manager and 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

Skills

French language

English language

Education

Banking apprenticeship

CYP

Banking internship

Job description

Union Bancaire Privée in Geneva seeks a dedicated assistant to support relationship managers in opening new client relationships and servicing clients in line with internal regulations within Wealth Management.

You will prepare documents for meetings, handle orders and transactions, provide admin support, manage AML/KYC updates, coordinate travel, and ensure accurate record keeping, while maintaining strong client focus and fluency in French and English. Swiss residence is mandatory.