Bulge Bracket Investment Banks
Kundenberaterin / Kundenberater Affluent, 80 - 100% Brig
at UBS
ExperiencedNo visa sponsorship
Posted 17 days ago
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Client advisor role focused on affluent clients, responsible for assessing value and risk and providing tailored investment advice. The position requires conducting valuation analysis, building and maintaining financial models, and converting industry knowledge into clear investment opinions. You will provide investment recommendations based on modelling, valuation and risk assessments and stay current on market developments to shape investment strategies. The role emphasizes both advisory and educational interactions with clients.
- Compensation
- Not specified
- City
- Not specified
- Country
- Switzerland
Currency: Not specified
Full Job Description
| Are you an expert in assessing value and risk? Do you love to give advice, as well as educate? We’re looking for someone like that who can: conduct valuation analysis on specific industries • convert industry knowledge into understandable investment opinions • build and maintain financial models to evaluate historical information and generate projections • provide investment recommendations based on modelling, valuation and risk assessments • remain current on market developments to help frame investment strategies | Show more Research Associate |
