at UBS
Bulge Bracket Investment BanksPosted 15 days ago
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**Director - Wealth Management Client Advisor - Scotland:** Lead client-driven strategies in Scotland, supervising senior advisors. Oversee daily transaction processing, resolve complex issues, and conduct regular client risk profile assessments. Monitor global markets and portfolios, fostering strong internal & external client relationships and collaborating with advisors for tactical investment content.
- Compensation
- Not specified
- City
- Not specified
- Country
- United Kingdom
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 |
