Job Description

Zweigstelle


Zurich


Eintrittsdatum


01.09.2025


Arbeitszeiten


100%


Art des Arbeitsvertrags


Temporary


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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, basic proficiency in Spanish and/or Portuguese;
+ Experience in private banking: Mandatory

Language
+ English: Fluent
+ Portuguese: Fluent
+ Spanish: Fluent

OTHER
+ Swiss resident: Mandatory