Wealth Management Assistant for diverse WM Markets (German & English,100%)

Wealth Management Assistant for diverse WM Markets (German & English,100%)

Join to apply for the Wealth Management Assistant for diverse WM Markets (German & English,100%) role at UBP - Union Bancaire Privée

The Wealth Management Assistant (Allrounder) will play an important role in supporting various WM teams within our Zurich office. This role is designed to provide essential assistance during periods of increased workload or staff absences, including maternity leave and illness. We are seeking an individual with relevant WM Assistant experience who is willing to assist across different WM teams and markets. This role offers a unique opportunity to gain insights into different WM markets and enhance your networking skills by working closely with various WM teams, stakeholders, and Relationship Managers.

Wealth Management (WM) at UBP

As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East and Asia. We provide a complete range of private banking products and services, including a variety of investment management and advisory mandates, tailored to our clients' specific requirements, objectives and risk profiles. Over 300 independent asset managers have chosen us as their custodian bank, valuing our personalized, flexible services and transparent fee structure.

Main responsibilities

• Assist Relationship Managers in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.
• Prepare documentation for client meetings and business trips for Relationship Managers.
• Handle stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders, and credit card applications.
• Manage cash transactions.
• Assist in AML clarifications and prepare clients' KYC and related updates.
• Provide administrative support to the team head and Relationship Managers.
• Interact directly with clients via phone, email, and occasionally in meetings.
• Prepare and monitor account openings, closings, and mutations.
• Maintain records in compliance with regulations (e.g., portfolio reviews, AML, KYC).
• Perform various administrative tasks such as preparing presentations, travel arrangements, and supporting clients with banking and non-banking requests.
• Deputize for other assistants if needed.

Requirements

• Minimum 3 years of experience as a Relationship Manager Assistant in banking, finance, or related industry. Degree/Diploma in a related field (banking apprenticeship, CYP, or similar).
• Fluent in English and German; knowledge of French is an asset.
• Strong proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Mandatory banking experience.
• Hardworking, efficient, self-reliant, stress resilient, and detail-oriented.
• Good at prioritizing, able to cope with pressure and high volumes.

Start: Asap

This is a 100% role based in Zurich. Remote work is limited due to role responsibilities.

Applications should be submitted exclusively through our website. Please ensure your CV is in English: https://www.ubp.com/en/careers/job-offers/allrounder-wealth-management-assistant-100