at UBS
Bulge Bracket Investment BanksPosted 14 days ago
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**Digital Client Manager (60-100%, CFD) - Zürich/Chur/Luzern** manages client portfolios, conducts market updates, and liaises with advisors. Responsibilities include transaction processing, risk profile reviews, and internal/external client relationship management. Required skills: market knowledge, communication, and troublehooting. 5+ years' experience in relevant roles. Must-have: fluency in English, strong numerical skills, and proficiency in Bloomberg Terminal, Aladdin, and MS Office.
- Compensation
- Not specified
- City
- Zurich
- Country
- Switzerland
Currency: 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 recommendations | Show more Premium Advisory Specialist |
