UNION BANCAIRE PRIVEE, UBP SA
Die Firma UNION BANCAIRE PRIVEE, UBP SA hat aktuell 24 Stellen ausgeschrieben.
Die Firma UNION BANCAIRE PRIVEE, UBP SA hat aktuell 24 Stellen ausgeschrieben.
UNION BANCAIRE PRIVEE, UBP SA , Zürich
1 W
UNION BANCAIRE PRIVEE, UBP SA , Zürich
1 W
UNION BANCAIRE PRIVEE, UBP SA , Genf
2 W
UNION BANCAIRE PRIVEE, UBP SA , Genf
2 W
UNION BANCAIRE PRIVEE, UBP SA , Zürich
2 W
UNION BANCAIRE PRIVEE, UBP SA , Genf
2 W
UNION BANCAIRE PRIVEE, UBP SA , Genf
3 W
UNION BANCAIRE PRIVEE, UBP SA , Genf
3 W
UNION BANCAIRE PRIVEE, UBP SA , Genf
3 W
UNION BANCAIRE PRIVEE, UBP SA , Genf
3 W
UNION BANCAIRE PRIVEE, UBP SA , Genf
3 W
UNION BANCAIRE PRIVEE, UBP SA , Genf
3 W
WM Client Review Specialist (Geneva) - Temporary 12 months
Description
Wealth Management is the division of the bank that provides our private clients with financial advisory and management services to help them preserve and grow their wealth. The client’s relationship manager, within Wealth Management, is their main point of reference, who will make sure the services that client receives are tailored to their specific requirements, objectives, and risk profile. This may include delivering investment advice or portfolio management services, or referring the client to experts within the Bank for specific requirements such as wealth planning, credit or product structuring.
Mission
The WM Client Periodic Review team is reporting to the Head of WM Business Risk & Reporting, facilitating close but independent interactions with WM Front Office and Management.
Challenges
Perform 360° client periodic relations reviews with regards to KYC, KYT Adverse news screening, SOW/SOF corroboration and notably CDB-related documentation, applying the Bank’s standards, identifying potential reputational, regulatory, sanction and money laundering related risks through evaluation of client accounts purpose, KYT and KYC completeness, plausibility and accuracy, Provide from time-to-time guidance on quality standards and regulatory requirements to assigned Relationship Managers when necessary.
Main responsibilities
Objectives
Governance
Education
Education:
Bachelor Degree
Experience
Years of experience:
3-7 : intermediate
Experience in private banking:
Mandatory
Language
English:
Advanced
Other:
Fluent
(Russian: A plus)
Other:
Fluent
(Arabic: A plus)
Personal skills
Swiss resident:
Mandatory