Wednesday, October 29, 2025
UBP - Union Bancaire Privée

Assistant Relationship Manager LATAM

Posted: 1 days ago

Job Description

MissionAssist the relationship manager(s) in opening new relationships and serving clients, in compliance withthe Bank’s internal regulations and guidelines within the Service department from the Latam / Iberia / Israel region.Main responsibilities Prepare the necessary documentation for client meetings and business trips for relationship managers Handle 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 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 neededYour Profile Degree in a related field (banking apprenticeship, CYP, banking internship or similar) Private Banking certificate, SAQ or other equivalent certification a plus Minimum 5 years of experience in a similar role or within private banking Strong banking and KYC knowledge Team spirit, inter-personal skills, highly service and client oriented as well as communication skills Fluent in French, Portuguese and English. Any additional language is an added valueOthers Swiss Residence

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