Wealth Management Assistant: Global Client Service

Union Bancaire Privée; Zürich; Vor Ort; CHF 80.000 - 100.000; Vollzeit

Zusammenfassung

Union Bancaire Privée is seeking a Relationship Manager Assistant in Zurich to support the Wealth Management Division. The position involves assisting Relationship Managers with client relationships, preparing documentation, and ensuring compliance with regulations.

The ideal candidate should possess a degree in a related field, and experience in banking is essential. Proficiency in German and English is mandatory, and a strong client service orientation is crucial for success.

Qualifikationen

• Work experience as a Relationship Manager Assistant in banking is required.
• French is a strong asset for this role.
• Demonstrate strong ambition and enthusiasm for contributing to Team success.

Aufgaben

• Prepare the necessary documentation for client meetings and business trips.
• Handle and monitor stock exchange orders and forex transactions.
• Assist in AML clarifications and prepare clients KYC and related updates.
• Direct interactions with clients by phone, e-mail, and occasionally in meetings.

Kenntnisse

Excellent command of German

Excellent command of English

Interpersonal and communication skills

Client service orientation

Ausbildung

Degree/Diploma in a related field or further education

Jobbeschreibung

Union Bancaire Privée is seeking a Relationship Manager Assistant in Zurich to support the Wealth Management Division. The position involves assisting Relationship Managers with client relationships, preparing documentation, and ensuring compliance with regulations.

The ideal candidate should possess a degree in a related field, and experience in banking is essential. Proficiency in German and English is mandatory, and a strong client service orientation is crucial for success.