at UBS
Bulge Bracket Investment BanksPosted 14 days ago
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**Branch Office Administrator**: Supports senior Premium Advisory Specialist, handling daily transactions, troubleshooting, risk profile reviews, and portfolio monitoring. Liaises with Client Advisors, maintains client relationships, and collaborates with seniors to deliver market updates and investment recommendations. Requires strong communication, market knowledge, and transaction processing skills. Experience in wealth management or related field preferred.
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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 recommendations | Show more Premium Advisory Specialist |
