Carriera Vacancies
Posto :
Assistant Wealth Management - Israel
Ufficio :
Data di entrata in servizio :
Orario di lavoro :

Dominio :
WM_Emerging Markets

Assistant Wealth Management - Israel


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, 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.


Be part of a strong growing and successful international team.


Assist the relationship manager 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 manager(s)
  • Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications  
  • Cash management
  • Assist in AML clarifications and preparing clients KYC and related updates 
  • Interacting directly with clients by phone, e-mail and, occasionally in meetings 
  • Preparing and monitoring account openings, closings and mutations 
  • Maintaining records in compliance with internal and external regulation (e.g., of client instructions, portfolio reviews, AML, KYC, etc.)  
  • Various administrative tasks (e.g. preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking)  
  • Deputy of other assistants if needed


  • Education: High School/ Maturité / Baccalauréat
  • Certification: Banking apprenticeship, CYP, internship or similar


  • Years of experience: 3-7 : intermediate
  • Experience required:
  • Experience as a Relationship Manager Assistant in Wealth Management is required for this role
  • Strong banking knowledge (CYP, CWMA, etc.)
  • Fluent in English
  • Experience in private banking: Mandatory


  • English: Fluent
  • German: Basic

Personal skills

  • Swiss resident: Mandatory

  • Highly service- and client-oriented, strong interpersonal and communication skills
  • Hardworking, efficient, self-reliant, stress resilient, detail-oriented
  • Good priority setting, ability to cope with pressure and high volumes

    Torna alla lista Candidarsi online

  • Portale e-Recruitment – Linee guida per il trattamento dei dati personali trasmessi dai candidati

    Il presente sistema di reclutamento online (di seguito «portale e-Recruitment» o «portale») è utilizzato dalla sede di Ginevra di Union Bancaire Privée, UBP SA (di seguito «UBP») in ottemperanza alla legislazione svizzera, in particolare in materia di protezione dei dati, e ai principi enunciati di seguito. Il portale e-Recruitment consente a chiunque (di seguito il «candidato»), esclusi i consulenti per il reclutamento di personale e gli headhunter, di trasmettere candidature relative a posti vacanti pubblicati nel portale o candidature spontanee.

    Discover UBP

    Valori e cultura d’impresa

    L’impegno dei collaboratori di UBP testimonia una cultura d’impresa unica, ispirata dal suo fondatore, che ha saputo impregnare la Banca dei valori della sua famiglia.

    Corporate 12.07.2024

    Sustainability: an increasingly important consideration for wealth management

    In early 2023, Nicolas Barben was appointed UBP’s Group Head of ESG Solutions within the Wealth Management division. We spoke to him about the role of regulation, the evolution of client interest in sustainability, and the performance of sustainable solutions, as well as his top priorities.


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

    Click and enter your email address to subscribe