Menu
Career Vacancies
Position :
Assistant Relationship Manager - Latam -
Office :
Geneva
Start date :
01.05.2023
Working hours :
100%
Field :
WM_Latam
 

Assistant Relationship Manager - Latam -

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

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

Challenges

Be able to work in a highly regulated market.

Main responsibilities

Relations with private clients and marketing (in strict compliance with the regulatory framework, the Bank’s Cross-Border rules and the Bank’s internal directives)

- Cultivates relationships with clients (both managed and advisory) to ensure a high level of client satisfaction;

- Responds to clients’/prospects’ needs with the support of the team’s relationship managers or experts;

- Helps clients regularize their tax situation with the support of the Wealth Planning teams;

Preparing of the necessary documentation for client meetings and business trips of the Relationship Managers

- Handling of Stock Exchange Orders, Forex, Fiduciaries, Loans, Payment orders and Credit Card applications

- Account openings, closings and mutations

- Handling and monitoring of stock exchange orders etc.

- Diverse administrative tasks

Education

  • Education: CFC
  • Certification: Commercial apprenticeship in Banking

Experience

  • Years of experience: 3-7 : intermediate
  • Experience required: At least 5-years' experience in a similar position
  • Experience in private banking: Mandatory

Language

  • English: Fluent
  • Portuguese: Mother Tongue

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

Back to list Apply online


e-Recruitment Portal – Guidelines for handling personal data supplied by applicants

This online recruitment system (hereinafter, ‘e-Recruitment Portal’ or ‘Portal’) is used by the Geneva headquarters of Union Bancaire Privée, UBP SA (hereinafter, ‘UBP’) in accordance with Swiss law, in particular with regard to data protection, and with the principles below. The e-Recruitment Portal allows any person (hereinafter, ‘Applicant’), excluding recruitment consultants and headhunters, to submit either an application for a vacancy listed on the Portal or an unsolicited application.

Discover UBP

Company culture and values

The commitment demonstrated by UBP’s staff bears witness to the Bank’s unique corporate culture...

Corporate 08.03.2023

Celebrating Women’s Day: The feminine touch in tech

International Women’s Day reminds us of the importance of empowering women to forge innovation and provide their valuable contribution by championing the advancement of transformative technology.

Newsletter

Sign up to receive UBP’s latest news & investment insights directly in your inbox

Click and enter your email address to subscribe