Wealth Management Assistant — Client Relations Specialist
Job in
Guernsey, Platte County, Wyoming, 82214, USA
Listed on 2026-08-26
Listing for:
UBP - Union Bancaire Privée
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
UBP - Union Bancaire Privée is seeking an Assistant Relationship Manager to oversee day-to-day management of Wealth Management client relationships. You will leverage in-depth product knowledge to understand client needs and act as primary contact alongside the Relationship Manager.
The role requires delivering high-level client service in a regulatory compliant and commercial manner, with duties spanning KYC, credit discussions, and collaboration across branches to support client coverage.
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