at UBS
Bulge Bracket Investment BanksPosted 15 days ago
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**Senior Client Lifecycle Specialist with German** Experienced specialist needed to support senior premium advisors, managing client risk profiles, portfolios, and relationships. Key duties involve transaction processing, market analysis, and client communication. Candidates should possess strong communication skills, market knowledge, and a minimum of 5 years' experience in wealth management or a related field. Bilingual in German and English is crucial. Proficient in transaction processing systems and risk profiling tools. Collaborate with Client Advisors and internal/external clients.
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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 |
