at UBS
Bulge Bracket Investment BanksPosted 15 days ago
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"Senior Portfolio Onboarding & Maintenance Specialist: Support Premium Advisory team, perform daily transactions, troubleshoot complex issues, monitor markets/portfolios, liaise with internal/external clients and client advisors. Requires market knowledge, stakeholder communication skills, and proactive risk management. Proven track record in portfolio management, preferably in a banking or financial services environment.
- Compensation
- Not specified
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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 |
