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Client Advisor

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 14 days ago

No clicks

**Client Advisor (Private Banking)** - APAC Focus: Support elite Client Advisors managing complex client portfolios. Key duties include maintaining up-to-date client records, handling daily transactions, troubleshooting issues, and ensuring regulatory compliance. Collaborate internally and externally to deliver excellence. Minimum 3 years' experience in private banking or asset management. Proficiency in client relationship management systems and transaction processing tools required. Familiarity with APAC market a plus.Stay calm under pressure; strong communication skills essential.

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

14 days ago

No clicks

at UBS

ExperiencedNo visa sponsorship

**Client Advisor (Private Banking)** - APAC Focus: Support elite Client Advisors managing complex client portfolios. Key duties include maintaining up-to-date client records, handling daily transactions, troubleshooting issues, and ensuring regulatory compliance. Collaborate internally and externally to deliver excellence. Minimum 3 years' experience in private banking or asset management. Proficiency in client relationship management systems and transaction processing tools required. Familiarity with APAC market a plus.Stay calm under pressure; strong communication skills essential.

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