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Premium Advisory Specialist

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 6 days ago

No clicks

**Premium Advisory Specialist** supports APAC private bankers managing complex client portfolios. Key responsibilities include maintaining accurate client records, processing daily transactions, troubleshooting, handling internal/external client communication, ensuring regulatory compliance, and collaborating with advisors to enhance client service. Required skills: strong organizational abilities, calm demeanor under pressure, solid communication skills, and familiarity with financial regulations. Role demands 3+ years' experience in the industry.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can: support our private bankers known as Client Advisors who manage comprehensive and complex client books in APAC keep accurate, up-to-date client documentation to meet regulatory requirements carry out daily transaction processing and complex troubleshooting keep in contact with internal and external clients comply with all regulations, policies and standards, contributing to an effective risk culture assist and work together with Client Advisors to support our clients and prospectsShow more Client Account Manager

Premium Advisory Specialist

Compensation

Not specified

City: Not specified

Country: Not specified

UBS logo
Bulge Bracket Investment Banks

6 days ago

No clicks

at UBS

ExperiencedNo visa sponsorship

**Premium Advisory Specialist** supports APAC private bankers managing complex client portfolios. Key responsibilities include maintaining accurate client records, processing daily transactions, troubleshooting, handling internal/external client communication, ensuring regulatory compliance, and collaborating with advisors to enhance client service. Required skills: strong organizational abilities, calm demeanor under pressure, solid communication skills, and familiarity with financial regulations. Role demands 3+ years' experience in the industry.

Full Job Description

Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can: support our private bankers known as Client Advisors who manage comprehensive and complex client books in APAC keep accurate, up-to-date client documentation to meet regulatory requirements carry out daily transaction processing and complex troubleshooting keep in contact with internal and external clients comply with all regulations, policies and standards, contributing to an effective risk culture assist and work together with Client Advisors to support our clients and prospectsShow more Client Account Manager