Direct message the job poster from UBP - Union Bancaire PrivéeWithin our Wealth Management Division, you will join our Senior Bankers Team in Zurich which is in charge of substantial international client relationships (several in Middle East), providing superior quality level of banking services. The team is composed of experienced Relationship Managers, Advisors and Assistants.Contribute to the team success by assisting the Relationship Managers in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.Mains responsibilitiesPrepare the necessary documentation for client meetings and business tripsHandle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applicationsCash ManagementAssist in AML clarifications and prepare clients KYC and related updatesProvide administrative support to the teamDirect interactions with clients by phone, e-mail and occasionally in meetingsPrepare and monitor account openings, closing mutationsMaintain records in compliance with internal and external regulation. For example: Portfolio reviews, AML, KYC, etc.Various administrative tasks. For example: Preparing presentations, travel arrangements, support clients with various requests - banking and non-banking, etc.Deputizing of other team assistantsRequirementsDegree/Diploma in a related field or further education - Bachelor, Master, Banking Apprenticeship, CYP, CWMA, etc.Work experience as a Relationship Manager Assistant in banking is requiredFluent in English, other languages are beneficialDemonstrate a strong ambition and enthusiasm for contributing to the success of a high-performing international team by delivering exceptional client satisfaction, with a particular focus on clients in the Middle East regionMotivated and hardworking personality, highly service- and client-oriented, strong interpersonal and communication skillsGood priority setting, ability to cope with pressure and high volumesThis is a 100% located in Zurich.Start: asapWe kindly request that all applications be submitted exclusively through our online tool. Applications sent via LinkedIn or email will not be considered: https://iaadtu.fa.ocs.oraclecloud.eu/hcmUI/CandidateExperience/de/sites/CX_1/jobs/preview/58/?mode=locationSeniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionAccounting/AuditingIndustriesBankingReferrals increase your chances of interviewing at UBP - Union Bancaire Privée by 2xSenior Private Banker, European Bank, Bulgarian Coverage - Luxembourg BasedAssistant Relationship Manager Private Banking - Germany & AustriaSenior Relationship Manager – Turkish ClientsRelationship Manager Private Banking UHNW - UK International market – 100% (w/m/d)Senior Commercial & Client Relationship ManagerClient Relationship & Strategic Partnerships Manager 80-100%Senior Relationship Manager – Polish ClientsJunior Client Relationship Manager - Family OfficeSenior Relationship Manager / Co-Partner (Part-Time/ Partly Remote Possible)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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