Wealth Management Assistant — Client Relations Specialist

UBP - Union Bancaire Privée; Guernsey (WY); On-site; USD 61,000 - 89,000; Full time

Job summary

UBP - Union Bancaire Privée is seeking an Assistant Relationship Manager to oversee day-to-day management of Wealth Management client relationships. You will leverage in-depth product knowledge to understand client needs and act as primary contact alongside the Relationship Manager.

The role requires delivering high-level client service in a regulatory compliant and commercial manner, with duties spanning KYC, credit discussions, and collaboration across branches to support client coverage.

Qualifications

• Experience of working as an assistant in private banking or in another client facing front office role.
• Knowledge of KYC and AML documentation and processes.
• Strong client service orientation and ability to understand client needs.

Responsibilities

• Build and maintain relationships with clients and representatives.
• Prioritise tasks in a pressurised environment to meet deadlines.
• Handle data requests from clients and stakeholders within the firm.
• Full ownership of cash management solutions and related processes.
• Execute and ensure settlement of client orders (FX, Cash, Equities, Fixed Income).
• Process client account openings from inception to completion, including KYC/AML docs.
• Assist with event-driven and periodic reviews.
• Prepare credit and loan requests and administer facilities.

Skills

Private banking

Client facing

Multitasking

Attention to detail

Team player

Problem solving

Business development

MS Office

Communication skills

Regulatory awareness

Education

Finance or banking qualification

Tools

Microsoft Office

Job description

UBP - Union Bancaire Privée is seeking an Assistant Relationship Manager to oversee day-to-day management of Wealth Management client relationships. You will leverage in-depth product knowledge to understand client needs and act as primary contact alongside the Relationship Manager.

The role requires delivering high-level client service in a regulatory compliant and commercial manner, with duties spanning KYC, credit discussions, and collaboration across branches to support client coverage.