Wealth Management Associate: Client Relations & AML

UNION BANCAIRE PRIVÉE, UBP SA; Zürich; Vor Ort; CHF 60.000 - 90.000; Vollzeit

Zusammenfassung

UNION BANCAIRE PRIVÉE, UBP SA in Zurich is seeking a Wealth Management Assistant to support relationship managers and serve clients in a fast-paced, client-centric environment. This role focuses on assisting with onboarding, documentation, and coordinating client interactions.

You will handle AML/KYC updates, prepare meeting materials, and maintain records in compliance with internal and external regulations while delivering high-quality service to clients.

Qualifikationen

• Degree/Diploma in a related field or further education; Banking Apprenticeship, CYP, Bachelor, Master, CWMA, or similar
• Previous experience as a Relationship Manager Assistant/Wealth Management Assistant in banking is required
• Excellent command of English is mandatory (C1) / any other languages are a strong asset

Aufgaben

• 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
• 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
• Maintaining records in compliance with internal and external regulations. For example: Portfolio reviews, AML, KYC, etc.
• Various administrative tasks: Preparing presentations, Travel arrangements, Support clients with various requests - banking and non-banking

Kenntnisse

Excellent communication

Client orientation

English (C1)

Ausbildung

Banking apprenticeship / related degree

Jobbeschreibung

UNION BANCAIRE PRIVÉE, UBP SA in Zurich is seeking a Wealth Management Assistant to support relationship managers and serve clients in a fast-paced, client-centric environment. This role focuses on assisting with onboarding, documentation, and coordinating client interactions.

You will handle AML/KYC updates, prepare meeting materials, and maintain records in compliance with internal and external regulations while delivering high-quality service to clients.