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职位 :
Assistant Wealth Management - Turkey (100%)
办公室 :
Zürich
开始日期 :
01.08.2024
工作时数 :

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Assistant Wealth Management - Turkey (100%)

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' 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

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 responsibilities

  • Preparing documentation for RMs’ meetings with clients and business trips
  • Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications  
  • Handling AML clarifications and preparing higher-risk client reviews 
  • Interacting directly with clients by phone, e-mail and occasionally in meetings 
  • Preparing and monitoring account openings, closings and mutations 
  • Preparing investment proposals 
  • 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)  
  • Supporting the RMs in maintaining records in compliance with internal and external regulation, (e.g. regarding client instructions, portfolio reviews, AML, KYC, etc.)
  • Stand in for other assistants in case of absences

You will work in the Turkey team - located in Zurich, 100%.

Education

  • Education: Diploma
  • Certification: Degree in a related field

Experience

  • Years of experience: 3-7 : intermediate
  • Experience required:
  • Experience as a Relationship Manager Assistant in financial sector is required
  • Fluent in Turkish & English
  • Experience in private banking: Mandatory

Language

  • English: Fluent
  • Other: Fluent (Turkish)
  • German:

Personal skills

  • Swiss resident: Mandatory

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

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