at UBS
Bulge Bracket Investment BanksPosted 14 days ago
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**Wealth Strategy Associate**: Support APAC Client Advisors managing complex client portfolios. Duties include maintaining up-to-date client documentation, processing transactions, troubleshooting, and fostering client relationships. Required: proficiency in financial software, risk management, and regulatory compliance, with solid experience in wealth management or a related field.
- Compensation
- Not specified
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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 |
