at UBS
Bulge Bracket Investment BanksPosted 15 days ago
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**Privatkundenberater/in (Affluent) for Teufen, 80-100%**: Support senior specialists, manage daily transactions & troubleshooting, conduct portfolio & risk reviews, monitor financial markets. Liaise with internal and external clients, collaborate with Client Advisors, and provide market updates. Previous 3-5 years in wealth management & fluency in German required. Proficient in MS Office, Bloomberg, and varies investment tools.
- Compensation
- Not specified
- City
- Not specified
- Country
- Switzerland
Currency: Not specified
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 |
