at UBS
Bulge Bracket Investment BanksPosted a month ago
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**Client Associate:** Support private banking team, manage complex client books, assist in lending (including credit analysis) and corporate actions. Excel mastery required, comply with regulations. Troubleshoot daily transactions, maintain accurate client records. Collaborate internally and externally.
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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 GFO client books assist in credit / structured lending matters, credit analysis to support our clients' lending book assist in corporate action matters comfortable with complex excel worksheets comply with all regulations, policies and standards, contributing to an effective risk culture 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 | Show more Client Account Manager - Global Family and Institutional Wealth |
