Overview
Assistant Relationship Manager Emerging Markets Jobs in Geneva, Geneva, Switzerland at UBP – Union Bancaire Privée
Title: Assistant Relationship Manager Emerging Markets
Company: UBP – Union Bancaire Privée
Location: Geneva, Geneva, Switzerland
Mission
Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with
the Bank’s internal regulations and guidelines within the Eastern Europe region.
Main responsibilities
- Prepare the necessary documentation for client meetings and business trips for relationship managers
- Execute and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
- Provide administrative support to the Team Head
- Cash Management
- Assist in AML clarifications and prepare clients KYC and related updates with direct line contact
- 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.)
- Perform other administrative tasks as needed (for example: preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking, etc.)
- Deputy of other assistants if needed
Your Profile
- Degree in a related field (banking apprenticeship, CYP, banking internship or similar)
- Private Banking certificate, CWMA or other equivalent certification a plus
- Minimum 5 years of experience in a similar role in a Private Bank
- Strong banking and KYC knowledge
- Strong team spirit, inter-personal skills, open-minded, highly service and client oriented as well as excellent communication skills
- Fluent in French and English. Russian would be a strong added value
Others
- Swiss Residence mandatory
Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility – Compliance with regulations and internal directives
