Client Advisor Assistant recruitment
UBS is a leading global financial services firm. Global Wealth Management Business Banking combines the world’s leading wealth management business, the leading retail bank in Switzerland, and one of the top private client businesses in the USA. We provide a comprehensive array of customized banking and securities services to our clients around the world.The role will focus on supporting Client Advisors in the servicing and prospecting of High Net Worth Clients. The successful candidate will be responsible for ensuring that administrative and organisational methods, as well as client related Read more […]
Client Advisor Assistant recruitment
UBS is one of the world’s leading financial firms, serving a discerning international client base. It is a leading global wealth manager, a leading global investment banking and securities firm with a strong institutional and corporate client franchise, one of the largest global asset managers and the market leader in Swiss commercial and retail banking. By combining your talent with our strength, we can achieve great results.As a Client Advisor Assistant at UBS you will support Client Advisor while servicing our prestige clients. This exciting opportunity will give you opportunities to Read more […]
Client Advisor Assistant recruitment
As the successful candidate you will be responsible for the following:• Maintenance of Strategic Partnerships Team (SPT) and end client database.• Support the SPT business by assisting the growth and maintenance of new and existing SP/Client relationships.• Assist in the preparation of SP and client pitches.• Supporting the client adviser in the training of SP and SP staff.• Account opening, payments, fixed deposits, foreign exchange business, stock market orders and alternative investment applications. • Liaising with internal and external service providers to ensure timely execution/resolution Read more […]
Client Advisor Assistant recruitment
UBS is one of the world’s leading financial firms, serving a discerning international client base. It is a leading global wealth manager, a leading global investment banking and securities firm with a strong institutional and corporate client franchise, one of the largest global asset managers and the market leader in Swiss commercial and retail banking. By combining your talent with our strength, we can achieve great results.As a Client Advisor Assistant at UBS you will support Client Advisor while servicing our prestige clients. This exciting opportunity will give you opportunities to Read more […]
Client Advisor Assistant recruitment
As Client Advisor Assistant, you will be part of a team of Client Advisors who are covering one of the following markets: Singapore, Indonesia, Thailand, Malaysia, Philippines, India, Taiwan, Greater China, Japan, Australia or Europe.Key tasks and responsibilities include:Ensuring superior client experience through providing excellent administrative and organizational support in all client related processesBeing the point of contact for optimal support service delivery in processing client orders and dealing with client queriesManaging trouble-shooting challenging situations using specialized Read more […]
Client Advisor Assistant recruitment
Key contribution areas include:1.Application of tools and processes: Using tools and processes in the efficient management of client portfolios and standardized handling of day-to-day business.2.Assisting client support: Liaising with clients internally and externally, dealing with less complex client requests and supporting Client Advisors before and after client meetings.3.Ensuring efficient, accurate and timely delivery: Requiring coordination with other functional areas and proactive involvement in troubleshooting.4.Management queries/ad hoc situations: Managing queries/ad hoc situations within Read more […]