at UBS
Bulge Bracket Investment BanksPosted 15 days ago
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**Senior Succession Planner - Wealth Management:** Support senior Premium Advisory Specialist, manage client portfolios and risk profiles, liaise with Client Advisors, and provide market updates. Proficient in daily transaction processing, troubleshooting, and investment strategies. Requires excellence in client relationship management and market knowledge. Ideal candidate has 7+ years in wealth management, experience with portfolio management tools (e.g., FactSet, Bloomberg), and strong market analysis skills. Collaborative mindset essential.
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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 |
