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Team Lead Lombard & Mortgage, Global Wealth Management SEA

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 14 days ago

No clicks

**Team Lead Lombard & Mortgage, Global Wealth Management SEA**: Lead cross-functional team, support senior advisors, manage client transactions, conduct market research, liaise with stakeholders. Key skills: Mortgage experience, team leadership, market analysis, client management; Proficiency in risk profiling software, financial management tools.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
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 recommendationsShow more Premium Advisory Specialist

Team Lead Lombard & Mortgage, Global Wealth Management SEA

Compensation

Not specified

City: Not specified

Country: Not specified

UBS logo
Bulge Bracket Investment Banks

14 days ago

No clicks

at UBS

ExperiencedNo visa sponsorship

**Team Lead Lombard & Mortgage, Global Wealth Management SEA**: Lead cross-functional team, support senior advisors, manage client transactions, conduct market research, liaise with stakeholders. Key skills: Mortgage experience, team leadership, market analysis, client management; Proficiency in risk profiling software, financial management tools.

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 recommendationsShow more Premium Advisory Specialist