at UBS
Bulge Bracket Investment BanksPosted 6 days ago
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**Senior Private Banking Client Advisor - Bulle (80-100%)** Join UBS as a seasoned **Conseiller-ère Clientèle privée Affluent** to provide tailored wealth management solutions to high-net-worth clients in Bulle. Key responsibilities include: - Conducting comprehensive financial needs analyses to create personalized investment strategies - Building and maintaining strong client relationships to ensure client satisfaction and portfolio growth - Collaborating with cross-functional teams to deploy investment products and services - Remaining updated on market trends and regulatory changes, while proactively managing client portfolios Required skills and experience: - Proven track record in private banking, ideally within affluent client segments (5+ years) - Strong knowledge of wealth management products and services - Excellent communication and interpersonal skills in French and English - Strong investment analysis skills and familiarity with Swiss financial markets - Experience using CRM systems and wealth management software (e.g., Avaloq, Bloomberg) - Bachelor's degree in Finance, Economics, or a related field; CFP/Condo certification a plus UBS fosters an inclusive and diverse workplace that promotes collaboration and innovation. This role requires a resilient, proactive, and dynamic individual eager to advance their career in a global financial institution.
- Compensation
- Not specified
- City
- Not specified
- Country
- Switzerland
Currency: Not specified
Full Job Description
| We are seeking an experienced candidate to join our eFX Quantitative Analytics Development team, sitting within UBS Global Markets. This is a fast paced and collaborative team that are responsible for the development and enhancement of the best-in-class eFX platform and associated analytics suite. The team sits within the Global Markets Principal Flow Trading stream, and has a business reporting line. You will be operating within a high-performing quantitative development team, whose goals are directly aligned to the success of the business You will take ownership of initiatives from initial requirement, through, analysis, design, implementation and delivery You will proactively suggest and drive through improvements to the platform and our framework You will work partner with the eTrading and Quantitative Analyst team to deliver analytics capabilities that will optimising the competitiveness and profitability of the eFX business You will understand the financial and technical implications of the decisions and implementation choices that you make You will show work across the full analytics stack, showing flexibility by working with the right data and technology stack for a given problem You will keep the business at the forefront of technology, by identifying and implementing use cases for machine learning and AI where appropriate You will be involved in every aspect of analytics for the eFX business Real-time risk and position analytics Market share and client optimization tools Backtest and regression tests of different risk and configuration models Ad-hoc research, data visualisation, LLM powered analytics, etc Regulatory and internal reporting You will contribute to shared analytical tools that are utilised by all eTrading businesses within Principal Flow Trading You will be willing to work with a global team across different timezones | Show more FX - Agentic AI for E-Trader & Algo Workflows |
