at UBS
Bulge Bracket Investment BanksPosted 15 days ago
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**Senior Wealth Strategy Associate** supports senior advisors, managing clients' portfolios, reviewing risk profiles, and liaising with internal/external clients. Key responsibilities include daily transaction processing, complex troubleshooting, international market monitoring, and collaborating with advisors for tactical investment strategies. Required: strong interpersonal skills, market knowledge, and proficiency in portfolio management tools and wealth management software. Senior or relevant experience crucial.
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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 |
