LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
Forgot password?
Don't have an account?
or
Join Canary Wharfian
By signing up, you agree to our Terms & Conditions and Privacy Policy.
or

Client Advisor

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 14 days ago

No clicks

**Client Advisor** Support APAC's private banking team by expertly managing client documentation, processing daily transactions, troubleshooting issues, and maintaining relationships with internal/external clients. Ensure regulatory compliance and contribute to a robust risk culture. Minimum experience: three years in a relevant role. Essential skills include keen attention to detail, strong interpersonal skills, proficiency in transaction processing systems, and knowledge of financial regulations.tsch

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** Support APAC's private banking team by expertly managing client documentation, processing daily transactions, troubleshooting issues, and maintaining relationships with internal/external clients. Ensure regulatory compliance and contribute to a robust risk culture. Minimum experience: three years in a relevant role. Essential skills include keen attention to detail, strong interpersonal skills, proficiency in transaction processing systems, and knowledge of financial regulations.tsch

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