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Client Lifecycle Specialist (German Speaker)

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 15 days ago

No clicks

**Client Lifecycle Specialist (German Speaker):** Support senior specialists, manage daily trades & issue resolution, assess client risk and preferences. Monitor markets, build strong client relationships, collaborate with advisors, and collectively deliver market updates and investment content. Fluent German essential, 3+ years' experience in finance required. Proficient in Bloomberg, Excel, and Maddox platform.

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 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 recommendationsShow more Premium Advisory Specialist

Client Lifecycle Specialist (German Speaker)

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 Lifecycle Specialist (German Speaker):** Support senior specialists, manage daily trades & issue resolution, assess client risk and preferences. Monitor markets, build strong client relationships, collaborate with advisors, and collectively deliver market updates and investment content. Fluent German essential, 3+ years' experience in finance required. Proficient in Bloomberg, Excel, and Maddox platform.

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 recommendationsShow more Premium Advisory Specialist