at UBS
Bulge Bracket Investment BanksPosted 21 days ago
No clicks
**Senior Wealth Strategy Associate** role demands exceptional relationship-building skills and composure under pressure. Core responsibilities include supporting APAC private bankers, managing client documentation, processing transactions, and troubleshooting complex issues. Essential skills center around client contact, regulatory compliance, and driving a strong risk culture. Proven experience in wealth management and proficiency in relevant systems and processes are prerequisites for this senior-level position in the financial services domain. Collaborative approach expected to support both clients and prospects effectively alongside Client Advisors. Candidate must possess exceptional organizational skills, attention to detail, and a deep understanding of regulatory requirements within the wealth management sphere.
- Compensation
- Not specified
- City
- Not specified
- Country
- Not specified
Currency: 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 client books in APAC 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 clients comply with all regulations, policies and standards, contributing to an effective risk culture assist and work together with Client Advisors to support our clients and prospects | Show more Client Account Manager |
