at UBS
Bulge Bracket Investment BanksPosted 5 days ago
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**Experienced Privatkundenberater/in (Affluent) needed for 80-100% role in Bern.** Leverage industry expertise to provide personalized wealth management, focusing on affluent clients. Key responsibilities include market analysis, portfolio management, and client acquisition. Proven experience (5+ years) in private banking, with strong knowledge of Swiss financial landscape and affluent client segment. Proficiency in CRM (AdvisoryWorld, Wellington), MS Office, and Bloomberg required.
- 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? Were looking for a Research Associate to: convert industry knowledge into understandable investment opinions build and maintain financial models to evaluate historical information and generate projections conduct valuation analysis of Indian securities provide investment recommendations based on modelling, valuation and risk assessments remain current on market developments to help frame investment strategies | Show more IB Research Associate Analyst |
