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Career Vacancies
Position :
Assistant Wealth Management - Temporary Role - 6 month
Office :
Zürich
Start date :
01.01.2021
Working hours :
100%
Field :
WM - Eastern Europe
 

Assistant Wealth Management - Temporary Role - 6 month

Description

Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th century and the start of a long line of financiers and diplomats of whom Edgar de Picciotto and his descendants are the successors. Today, the Bank's staff draw their inspiration and drive from the founding family's subtle blend of strong moral values and pragmatism, which to this day remain the key to UBP’s success.

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 responsabilities

- 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
- Direct client contact by phone, e-mail and in meetings
- Account openings, closings and mutations
- Preparing of investment proposals
- Handling and monitoring of stock exchange orders etc.
- Deputy of other Assistants
- Diverse administrative tasks

Education

  • Education: CFC

Experience

  • Years of experience: 3-7 : intermediate
  • Experience in private banking: Mandatory

Language

  • English: Fluent
  • Other: Fluent (Russian)

Personal skills

  • Swiss resident: Mandatory

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

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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.

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