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Client Advisor

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 15 days ago

No clicks

Client Advisor needed. Support APAC private bankers managing complex client portfolios. Key responsibilities include upkeep of client documentation, daily transaction processing, troubleshooting, liaising with internal/external clients, and ensuring regulatory compliance. Proficient in client relationship management, adept in handling pressure. Minimum 2 years' experience in finance or relevant field. Strong communication skills required. Collaborative team player sought.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can: support our private bankers known as Client Advisors who manage comprehensive and complex client books in APAC keep accurate, up-to-date client documentation to meet regulatory requirements carry out daily transaction processing and complex troubleshooting keep in contact with internal and external clients comply with all regulations, policies and standards, contributing to an effective risk culture assist and work together with Client Advisors to support our clients and prospectsShow more Client Account Manager

Client Advisor

Compensation

Not specified

City: Not specified

Country: Not specified

UBS logo
Bulge Bracket Investment Banks

15 days ago

No clicks

at UBS

ExperiencedNo visa sponsorship

Client Advisor needed. Support APAC private bankers managing complex client portfolios. Key responsibilities include upkeep of client documentation, daily transaction processing, troubleshooting, liaising with internal/external clients, and ensuring regulatory compliance. Proficient in client relationship management, adept in handling pressure. Minimum 2 years' experience in finance or relevant field. Strong communication skills required. Collaborative team player sought.

Full Job Description

Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can: support our private bankers known as Client Advisors who manage comprehensive and complex client books in APAC keep accurate, up-to-date client documentation to meet regulatory requirements carry out daily transaction processing and complex troubleshooting keep in contact with internal and external clients comply with all regulations, policies and standards, contributing to an effective risk culture assist and work together with Client Advisors to support our clients and prospectsShow more Client Account Manager