at UBS
Bulge Bracket Investment BanksPosted 15 days ago
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**Wealth Planner:** Support senior advisors, handling daily transactions and complex issues. Review client risk profiles and preferences. Monitor markets and portfolios. Liaise internally and externally, delivering market updates and investment recommendations. Requires excellent communication skills, market knowledge, and proficiency in MS Office.
- 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 |
