Wealth Management Assistant - Eastern Europe Team (Zurich)

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

Job Info

• Job Identification 1276


• Job Category WEALTH MANAGEMENT


• Posting Date 08/03/2026, 12:46 PM


• Degree Level High School Graduate


• Job Schedule Full time


• Contract Type Permanent

Job Description

Within our Wealth Management division, you will join our Wealth Management - Eastern Europe Team in Zurich, which is in charge of substantial international client relationships, providing superior quality level of banking services. The Team is composed of experienced Relationship Managers, Advisors and Assistants.

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.

Main responsibilities:

• 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


• Maintain records in compliance with internal and external regulation. 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, Bachelor, Master, CYP, CWMA, or similar


• Previous experience as a Relationship Manager or Wealth Management Assistant in banking is required


• Excellent command of English is mandatory (C1) / German and other languages are a strong asset for this role


• Demonstrate a strong ambition and enthusiasm for contributing to the success of a high-performing international Team by delivering exceptional client satisfaction, with a particular focus on clients in the Eastern Europe region


• 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

Start: asap