Junior Relationship Manager German & English

Junior Relationship Manager – Basel (German & English, 100%)

Join to apply for the Junior Relationship Manager – Basel (German & English, 100%) role at UBP - Union Bancaire Privée

We are looking for ambitious and passionate banking professionals to join our fast‑growing Private Bank in Basel. This is a unique opportunity to focus on the Dutch market, build lasting client relationships, and thrive in a dynamic, international environment where your talent and passion will make a real impact. This role provides an excellent platform to grow your career in private banking and make a real impact.

• Client Acquisition & Business Development:
  • Proactively identify and acquire new clients, building a strong and diverse client portfolio
  • Develop tailored strategies to attract potential clients and establish long‑term relationships
  • Participate in networking events, client meetings, and other business development activities to expand the client base
• Client Advisory & Relationship Management:
  • Advise clients on their daily financial and investment needs, ensuring their goals and expectations are met
  • Act as a trusted point of contact for clients, addressing inquiries, resolving issues, and providing timely updates
  • Support clients in making informed decisions by providing insights on market trends, investment opportunities, and portfolio performance
• Research & Analysis:
  • Conduct research to understand client needs, market developments, and opportunities for growth
  • Analyze client portfolios and provide recommendations in collaboration with internal teams such as Investment Advisory, Legal & Compliance, and Operations
• Meeting Preparation & Follow‑Up:
  • Prepare for client meetings by creating investment proposals, presentations, and other relevant materials
  • Ensure timely follow‑up on action items and deliverables to maintain client engagement and satisfaction
• Regulatory Compliance & Data Management:
  • Maintain accurate and up‑to‑date client data in compliance with internal policies and regulatory requirements (e.g., KYC, AML)
  • Support the implementation of regulatory changes and ensure adherence to compliance standards
  • Work closely with senior relationship managers and internal teams to ensure seamless service delivery and client satisfaction
  • Monitor client accounts, track performance, and provide regular updates to senior management

• Bachelor’s or master’s degree in finance, economics, business administration, or a related field. Alternatively, a completed banking apprenticeship or equivalent qualification.
• Fluency in English & German is mandatory / Fluency in Dutch is not mandatory but considered an advantage, willingness to learn Dutch is essential.
• Proficiency in additional languages such as French is highly advantageous.
• CWMA (Certified Wealth Management Advisor) certification is mandatory for this role.
• Proven experience as a Relationship Manager Assistant / Junior Relationship Manager in the banking sector is necessary.
• Strong interpersonal and communication skills to build and maintain client relationships.
• Proactive and results‑driven approach to client acquisition and business development.
• Excellent organizational and time‑management skills, with attention to detail.
• Knowledge of financial products, investment strategies, and regulatory requirements (e.g., KYC, AML).

• Location:
  
  Basel
• Start: ASAP
• Seniority level:
  Associate
• Employment type:
  
  Full‑time
• Job function:
  Distribution
• Industry: Banking