Wealth Management Assistant: International Client Support

Union Bancaire Privée; Zürich; On-site; CHF 90,000 - 120,000; Full time

Job summary

Union Bancaire Privée seeks an Administrative Assistant for the Wealth Management - Turkey Team in Zurich. You will support Relationship Managers in opening new client relationships and servicing existing ones, while ensuring compliance with internal regulations.

The role involves direct client contact by phone, email, and meetings. The candidate should have a banking-related degree or apprenticeship and experience as a WealthManagement/Relationship Manager Assistant.

Qualifications

• Degree/diploma in a related field or further education; Banking Apprenticeship (CYP), Bachelor, or similar.
• Previous experience as a Relationship Manager Assistant / Wealth Management Assistant in banking is required.
• Fluency in English is mandatory; Turkish is a significant advantage; additional languages are a plus.

Responsibilities

• Provide administrative support to the Wealth Management - Turkey Team in Zurich.
• Prepare and monitor account openings, closing mutations.
• Handle stock exchange orders, forex transactions, fiduciary relationships, loans, and payments.
• Direct interactions with clients by phone, e-mail and meetings.
• Arrange travel and handle client requests; prepare documentation for meetings/trips.
• Assist in AML clarifications and clients' KYC and updates.
• Maintain records in compliance with regulations.

Skills

Fluency in English

Turkish language

Interpersonal skills

Client service orientation

Education

Banking Apprenticeship (CYP) or Bachelor

Job description

Union Bancaire Privée seeks an Administrative Assistant for the Wealth Management - Turkey Team in Zurich. You will support Relationship Managers in opening new client relationships and servicing existing ones, while ensuring compliance with internal regulations.

The role involves direct client contact by phone, email, and meetings. The candidate should have a banking-related degree or apprenticeship and experience as a WealthManagement/Relationship Manager Assistant.