About this role
Wealth Management Assistant (M/F/X) at UBP. Location: Lisbon, Lisbon, Portugal. Role: preparing packs, processing transactions, managing onboarding Requirements: Higher education in Banking/Finance/Wealth Management; 3+ years front-office wealth management experience; bilingual English and Portuguese required; strong communication, KYC/CDD, onboarding, transaction processing, and MS Office/CRM skills; criminal-record check required. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM Commitment: Full Time Workplace: Onsite Languages: English, Portuguese