WM Assistant - Greece Team (100%)

Union Bancaire Privée · zürich, zürich, Switzerland

Location
zürich
Job Type
Full-time
Posted
June 22, 2026

Job Description

  • Contract Type Permanent

Job Description

Within our Wealth Management Division, you will join our WM Greece Team in Zurich , which is in charge of substantial international client relationships, providing superior quality level of banking services. The Team is composed of experienced Relationship Managers, Advisors and Assistants.

Contribute to the Team success by assisting the Relationship Managers in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.

Responsibilities

  • Prepare the necessary documentation for client meetings and business trips
  • 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
  • Direc...

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