Relationship Manager Assistant - Geneve, Schweiz - UNION BANCAIRE PRIVÉE, UBP SA

UNION BANCAIRE PRIVÉE, UBP SA

Geprüftes Unternehmen

Geneve, Schweiz

vor 1 Woche

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

Relationship Manager Assistant:

Description:

Wealth Management (WM) 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, Eastern Europe, Latin America 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's specific requirements, objectives and risk profiles.

Among UBP professional partners, over 300 independent asset managers have chosen us as their custodian bank, valuing our personalised, flexible services and our transparent fee structure.

Mission:

Be a part of a strong growing and successful international team.

Challenges:

Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the bank's internal regulations and guidelines.

Main responsibilities:

Preparing the necessary documentation for client meetings and business trips of the Relationship Managers
Handling AML clarifications and preparing Risk Client Reviews
Preparing and monitoring account openings, closings and mutations
Preparing investment proposals
Maintaining records in compliance with internal and external regulation (e.g. regarding client instructions, portfolio reviews, etc)
Diverse administrative tasks (e

g:
preparing presentations, travel arrangements, heping clients with any request, banking and non-banking)
About supporting the RMs in maintaining records in compliance with internal and external regulation, e.g. regarding client instructions, portfolio reviews, AML, KYC, etc.

Education:

Education: Master Degree

Experience:

Years of experience: 37 : intermediate
Experience required: Minimum of 5 years' experience in a similar role
Experience in private bankin

g:
Mandatory

Language:

English: Fluent
Other: Mother Tongue (Portuguese)

Personal skills:

Swiss resident: Mandatory

highly service
- and client-oriented strong interpersonal and communication skills, team player Work style: hardworking, efficient, self-reliant, stress resilient, detail-oriented, good priority setting, ability to cope with pressure and high volumes