Wealth Management Client Ops Specialist

UBP - Union Bancaire Privée; Genf; Vor Ort; CHF 70.000 - 95.000; Vollzeit

Zusammenfassung

UBP - Union Bancaire Privée in Geneva is seeking a detail-oriented support professional to assist Wealth Management teams with account documentation tasks. You will register found assets, manage client communications, and ensure timely, high-quality documentation across Swiss HQ and branches.

The role requires strong analytical ability, process improvement mindset, and excellent teamwork. Proficiency in English is essential, German is a plus, and Swiss residence is mandatory.

Qualifikationen

• Ability to assimilate procedures and implement them.
• Identify issues and raise them in a structured way.
• Make process improvements.

Aufgaben

• Register found assets for Wealth Management accounts.
• Execute client transactional mailing items using control reports.
• Manage client visits, including preparation, amendments and finalization.
• Provide account documentation to Wealth Management departments ensuring timely, high-quality work.
• Manage Swiss HQ & Swiss branches archives.
• Process information of deceased clients in Secli (Blocking of account, Succession).

Kenntnisse

Analytical ability

Priority management

Communication

Adaptability

Team spirit

Open mind

Jobbeschreibung

UBP - Union Bancaire Privée in Geneva is seeking a detail-oriented support professional to assist Wealth Management teams with account documentation tasks. You will register found assets, manage client communications, and ensure timely, high-quality documentation across Swiss HQ and branches.

The role requires strong analytical ability, process improvement mindset, and excellent teamwork. Proficiency in English is essential, German is a plus, and Swiss residence is mandatory.