at UBS
Bulge Bracket Investment BanksPosted 15 days ago
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**Middle Office Specialist** supports senior Premium Advisory Specialist, handling daily transactions, complex troubleshooting, client risk profile reviews, and market/portfolio monitoring. Builds strong internal and external client relationships, liaising with Client Advisors and other parties, and collaborates with senior advisors for client updates and investment recommendations. Seek a dynamic individual with excellent interpersonal skills, market knowledge, and minimal 3 years' relevant experience in a financial services environment. Proficiency in financial software, CRM systems, and MS Office suite required.
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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 |
