Wealth Management: Relationship & Admin Specialist

UBP - Union Bancaire Privée; Genf; On-site; CHF 60,000 - 90,000; Full time

Job summary

UBP - Union Bancaire Privée in Geneva seeks an organized administrative assistant to support a team of Relationship Managers and Assistants in opening new client relationships and servicing existing ones, ensuring compliance with internal rules within Wealth Management.

The role involves handling account openings and closures, deposit monitoring, preparing for client visits and trips, and managing correspondences.

Qualifications

• Degree in a related field (banking apprenticeship, CYP, banking internship or similar).
• Private Banking certificate, SAQ or other equivalent certification a plus.
• Minimum 2 years of experience in a similar role or within private banking.
• Knowledge in banking, Compliance and KYC.
• Fluent in Portuguese, French and English. Spanish is an added value.
• Swiss residence is mandatory.

Responsibilities

• Administrative support for managers’ daily account-management tasks, including account openings and closures and deposit monitoring.
• Preparation for client visits and managers’ business trips.
• Fixed-term advances and fiduciary services.
• Updating documents.
• Various correspondence, including letters, emails, faxes, etc.

Skills

Team spirit

Interpersonal skills

Client oriented

Communication skills

Education

Banking apprenticeship

CYP or banking internship or similar

Private Banking certificate

Job description

UBP - Union Bancaire Privée in Geneva seeks an organized administrative assistant to support a team of Relationship Managers and Assistants in opening new client relationships and servicing existing ones, ensuring compliance with internal rules within Wealth Management.

The role involves handling account openings and closures, deposit monitoring, preparing for client visits and trips, and managing correspondences.