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Registered Client Associate

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted a month ago

No clicks

**Registered Client Associate** - Support private bankers, manage client books, assist in credit analysis and corporate actions. Proficiency in complex Excel essential. Ensure regulatory compliance, maintain accurate client docs, process transactions, resolve issues. Proven ability to manage relationships under pressure.

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 GFO client books assist in credit / structured lending matters, credit analysis to support our clients' lending book assist in corporate action matters comfortable with complex excel worksheets comply with all regulations, policies and standards, contributing to an effective risk culture 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 clientsShow more Client Account Manager - Global Family and Institutional Wealth

Registered Client Associate

Compensation

Not specified

City: Not specified

Country: Not specified

UBS logo
Bulge Bracket Investment Banks

a month ago

No clicks

at UBS

ExperiencedNo visa sponsorship

**Registered Client Associate** - Support private bankers, manage client books, assist in credit analysis and corporate actions. Proficiency in complex Excel essential. Ensure regulatory compliance, maintain accurate client docs, process transactions, resolve issues. Proven ability to manage relationships under pressure.

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 GFO client books assist in credit / structured lending matters, credit analysis to support our clients' lending book assist in corporate action matters comfortable with complex excel worksheets comply with all regulations, policies and standards, contributing to an effective risk culture 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 clientsShow more Client Account Manager - Global Family and Institutional Wealth