Wealth Management Assistant — Eastern Europe Team

Union Bancaire Privée; Zürich; Vor Ort; CHF 60.000 - 110.000; Vollzeit

Zusammenfassung

Union Bancaire Privée in Zurich is seeking a Wealth Management Assistant to join the Eastern Europe Team. You will support Relationship Managers, prepare client documentation, and ensure compliance with internal regulations while delivering high-quality service to international clients.

The role involves handling meetings, AML/KYC updates, account openings, and travel logistics, with English required and German plus other languages a plus.

Qualifikationen

• Degree/Diploma in a related field or banking apprenticeship or higher education.
• Experience as a Relationship Manager or Wealth Management Assistant in banking is preferred.
• Excellent command of English (C1) and knowledge of German or other languages is an asset.

Aufgaben

• Prepare documentation for client meetings and business trips.
• Handle stock orders, forex transactions, fiduciary relationships, loans and payments.
• Assist AML clarifications and prepare KYC updates.
• Provide administrative support to the team and maintain client records.

Kenntnisse

Client relationship management

Communication skills

English proficiency

German proficiency

Ausbildung

Banking apprenticeship

Bachelor/Master CWMA or similar

Jobbeschreibung

Union Bancaire Privée in Zurich is seeking a Wealth Management Assistant to join the Eastern Europe Team. You will support Relationship Managers, prepare client documentation, and ensure compliance with internal regulations while delivering high-quality service to international clients.

The role involves handling meetings, AML/KYC updates, account openings, and travel logistics, with English required and German plus other languages a plus.