Wealth Management Assistant - LATAM Team (Spanish/Portuguese - 12 months)

Office
Zürich
Start Date
01.09.2025
Working hours
100%
Type of Contract
Temporary

Description

Within our Wealth Management Division you will join our LATAM Desk which is in charge of providing superior quality level of banking services to our customers. The desk is composed by an international team of experienced Relationship Managers, Advisors and Assistants that ensure that UBP standards are provided to all clients.


Mission

Assist the Relationship Manager in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.


Main responsibilities

  • Prepare the necessary documentation for client meetings and business trips for the Relationship Manager
  • Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
  • Cash Management
  • Assist in AML clarifications and prepare clients KYC and related updates
  • Provide administrative support to the team head and Relationship Managers
  • Direct interaction with clients by phone, e-mail and, occasionally in meetings
  • Prepare and monitor account openings, closings and mutations
  • Maintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.)
  • Various administrative tasks (for example: preparing presentations, travel arrangements, support clients with various requests, banking and non-banking, etc.) 
  • Deputy of other assistants if needed

     

     

    Start: asap

     

    This is a 100% temporary role in Zurich for 12 months. Due to the responsibilities of the position, remote work is unfortunately not available.

     

     

     


Personal skills

  • 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


    Education

    • Education: Diploma
    • Certification: Degree/Diploma in a related field (banking apprenticeship, CYP, or similar)

    Experience

    • Years of experience: 3-7 : intermediate
    • Experience required:
    • Minimum of 3 years of experience as a Relationship Manager Assistant in banking, finance, or a related industry
    • Strong banking knowledge (CYP, CWMA, CFA, etc.)
    • Strong proficiency in Microsoft Office (Word, Excel, PowerPoint)
    • Fluent in English, Spanish and/or Portuguese is required for this role
    • Experience in private banking: Mandatory

    Language

    • English: Fluent
    • Portuguese: Fluent
    • Spanish: Fluent

    OTHER

    • Swiss resident: Mandatory

  • 订阅瑞联通讯