LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Global Banking - Asia Financial Institutions Group

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 2 days ago

No clicks

**Global Banking - Asia Financial Institutions Group | Trade & Client Service Specialist** Support Client Advisors across UK & Jersey; execute trades (equities, ETFs, fixed income, more) on clients' behalf. Manage daily transactions, troubleshoot issues, and adhere to risk management controls. Maintain accurate records and ensure timely payments. Excellent team player with experience in wealth management and exposure to relevant trading tools sought. Superb communication skills essential for internal and external client interactions.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United Kingdom

Full Job Description

Are you looking for a new challenge within the fast-paced Wealth Management environment? Do you want to be part of a high performing team? Are you curious, proactive, and always striving to bring positive impact to clients? Were looking for a Tade and Client Service Specialist to: Support Client Advisors in UK & Jersey Process client orders on an execution only basis covering equities, ETF's, fixed income, structured products, FX options, SPI's and hedge funds. Ensuring that administrative arrangements and client-related processes are completed accurately Carry out daily transaction processing and complex troubleshooting in line with WMUK & Jersey trading rules Dealing directly with external and internal clients Ensure all risk management controls are adhered to in order to identify and mitigate any potential risk and appropriate management information (MI) is produced Manage the input and release of payments for the Jersey business. Perform call backs on payments that fall within the relevant thresholds.Show more Trade & Client Service Specialist

Global Banking - Asia Financial Institutions Group

Compensation

Not specified

City: Not specified

Country: United Kingdom

UBS logo
Bulge Bracket Investment Banks

2 days ago

No clicks

at UBS

ExperiencedNo visa sponsorship

**Global Banking - Asia Financial Institutions Group | Trade & Client Service Specialist** Support Client Advisors across UK & Jersey; execute trades (equities, ETFs, fixed income, more) on clients' behalf. Manage daily transactions, troubleshoot issues, and adhere to risk management controls. Maintain accurate records and ensure timely payments. Excellent team player with experience in wealth management and exposure to relevant trading tools sought. Superb communication skills essential for internal and external client interactions.

Full Job Description

Are you looking for a new challenge within the fast-paced Wealth Management environment? Do you want to be part of a high performing team? Are you curious, proactive, and always striving to bring positive impact to clients? Were looking for a Tade and Client Service Specialist to: Support Client Advisors in UK & Jersey Process client orders on an execution only basis covering equities, ETF's, fixed income, structured products, FX options, SPI's and hedge funds. Ensuring that administrative arrangements and client-related processes are completed accurately Carry out daily transaction processing and complex troubleshooting in line with WMUK & Jersey trading rules Dealing directly with external and internal clients Ensure all risk management controls are adhered to in order to identify and mitigate any potential risk and appropriate management information (MI) is produced Manage the input and release of payments for the Jersey business. Perform call backs on payments that fall within the relevant thresholds.Show more Trade & Client Service Specialist