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Posto :
Assistant RM - Marchés émergents
Ufficio :
Geneva
Data di entrata in servizio :
01.09.2021
Orario di lavoro :

Dominio :
WM - Marchés Emergents
 

Assistant RM - Marchés émergents

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

Assister un Relationship Manager dans le service à la clientèle et la prospection de nouveaux clients, en respectant les conformités internes et les directives de la Banque.

Challenges

.

Main responsabilities

  • Assurer un back-up du RM conjointement avec un assistant confirmé ;
  • Assurer le suivi administratif pour les passations d’ordres de bourses, changes, transferts, etc. ; Suivi et contrôle d’exécutions des tâches ;
  • Contacts fréquents avec les clients (principalement les russophones) ;
  • Régularisation des suspends et/ou renouvellement des formulaires ;
  • Préparation des dossiers d’ouvertures de comptes et suivi du processus ;
  • Reporting et envoie de recherches AD aux clients; Traitement des Corporate actions sur les titres ;
  • Gestion (sous contrôle de RM) des tableaux Business Monitoring, préparation réponses AML, contribution à des mises en place de lignes de crédits, suivi des renouvellements, etc.

Education

  • Education: High School/ Maturité / Baccalauréat

Experience

  • Years of experience: 0-3 : beginner
  • Experience required: Expérience de min 1-2 ans dans la gestion
  • Experience in private banking: Mandatory

Language

  • English: Advanced
  • Other: Advanced (Russe)
  • French: Intermediate

Personal skills

  • Swiss resident: Mandatory

Favoriser l’esprit d’équipe - Travailler de manière effective, proactive et dynamique - Aisance et appétence pour les tâches administratives - Organisé, autonome et sachant travailler sous pression.

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