Wealth Management Assistant (M/F/X)

UBP - Union Bancaire Privée

Mission

As a Wealth Management Assistant, you will play a vital role in our organization, offering administrative and operational support to our Senior Relationship Managers. Your work will directly contribute to the success of our wealth management division, ensuring smooth operations and exceptional client experiences. By joining our team, you'll be part of a dynamic and collaborative environment, working closely with experienced professionals to deliver the highest standards of service.

Main responsibilities

Administrative Support To Relationship Managers

Prepare and organize client‑meeting packs, presentations, and briefing notes.
Monitor account‑opening processes end‑to‑end, coordinating outstanding items and approvals.
Collect, validate, and maintain KYC/CDD documentation; track renewals and trigger periodic reviews.
Update CRM/client records and ensure documentation is audit‑ready.

Transaction And Operations Execution

Follow up and process client cash movements, stock market orders, deposits, loan instructions... in an accurate and prompt manner.
Coordinate with Operations, Compliance, and Front Office to ensure timely settlement and issue resolution.
Apply regulatory requirements and internal procedures; escalate exceptions and maintain proper controls.
Reconcile transactions and maintain logs/SOPs for audit and MI reporting.

Client Service And Inquiry Management

Serve as a primary contact for day‑to‑day queries; provide quick, clear updates on requests and cases.
Proactively communicate status on onboarding, KYC, and transaction execution.
Identify and address service gaps; contribute to continuous improvement of client experience.
Uphold high service levels (SLAs, TATs, and quality metrics).

Your profile

Higher education in Banking, Finance or Wealth Management.
A previous experience, of 3-5 years, in WM (front-office and facing clients) is required.
Committed team player with good capacities of working autonomously.
Client focused with a deep sense of discretion/confidentiality and problem-solving attitude.
Excellent communication capabilities.
Being bilingual in English and Portuguese is a must. Knowledge of French is an important asset.
Good knowledge of Administrative IT tools [MS Office].

By joining Union Bancaire Privée (Europe), S.A in Lisbon you will embrace a team of supportive high qualified professionals in Private Banking that will lead you to develop your career to the top level. We encourage continuous learning, development and knowledge sharing. We foster a culture of Agility, Conviction, Dedication and high degree of Responsibility.

Union Bancaire Privée (Europe), S.A. encourages all suitable qualified and eligible candidates to apply regardless of their gender identity or expression, age, racial, ethnic and cultural background, religion and beliefs, sexual orientation, disability or neuro diversity.

In accordance with the current regulations, the retained candidate will be required to provide an extract from their criminal record as a part of UBP screening process.