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Associate Program - Client Advisor Wealth Management UK Intl in Zurich

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 14 days ago

No clicks

**Associate Program - Client Advisor Wealth Management UK Intl in Zurich** - Support senior Client Advisors, handling daily transactions & troubleshooting. - Regularly review client risk profiles and preferences. - Monitor international markets & maintain client portfolio oversight. - Foster strong internal-external client relationships. - Collaborate extensively with Client Advisors and internal parties on investments. - Communicate market updates and opportunities with clients, providing tactical investment recommendations.

Compensation
Not specified

Currency: Not specified

City
Zurich
Country
Switzerland

Full Job Description

Are you a people person? Do you know how to spread your enthusiasm about the markets to others? We are looking for someone to: support senior Premium Advisory Specialist carry out daily transaction processing and complex troubleshooting perform regular reviews of the client risk profile and the client preferences monitor the international financial markets and clients' portfolios maintain good relationship with internal and external clients liaise extensively with Client Advisors and other parties in connection with the bank's investment process contact clients together with senior advisors with market updates and ensure a constant flow of opportunistic and tactical investment content and recommendationsShow more Premium Advisory Specialist

Associate Program - Client Advisor Wealth Management UK Intl in Zurich

Compensation

Not specified

City: Zurich

Country: Switzerland

UBS logo
Bulge Bracket Investment Banks

14 days ago

No clicks

at UBS

ExperiencedNo visa sponsorship

**Associate Program - Client Advisor Wealth Management UK Intl in Zurich** - Support senior Client Advisors, handling daily transactions & troubleshooting. - Regularly review client risk profiles and preferences. - Monitor international markets & maintain client portfolio oversight. - Foster strong internal-external client relationships. - Collaborate extensively with Client Advisors and internal parties on investments. - Communicate market updates and opportunities with clients, providing tactical investment recommendations.

Full Job Description

Are you a people person? Do you know how to spread your enthusiasm about the markets to others? We are looking for someone to: support senior Premium Advisory Specialist carry out daily transaction processing and complex troubleshooting perform regular reviews of the client risk profile and the client preferences monitor the international financial markets and clients' portfolios maintain good relationship with internal and external clients liaise extensively with Client Advisors and other parties in connection with the bank's investment process contact clients together with senior advisors with market updates and ensure a constant flow of opportunistic and tactical investment content and recommendationsShow more Premium Advisory Specialist