at UBS
Bulge Bracket Investment BanksPosted 2 months ago
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Client advisor role supporting affluent private clients in Büren an der Aare (80–100%). Responsibilities include conducting valuation analysis, building and maintaining financial models, converting industry knowledge into clear investment opinions, and providing investment recommendations based on modelling and risk assessments. The role also involves educating clients, staying current on market developments, and helping to frame investment strategies. This position sits within a private banking/wealth management team.
- 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 |
