Bulge Bracket Investment Banks

Data Analyst (Technical)

at UBS

Mid LevelNo visa sponsorshipData Engineering

Posted 12 days ago

No clicks

Compensation: Not specified
City: Not specified
Country: Not specified

We are seeking a client advisor for High Net Worth Taiwan Domestic clients to build, establish and grow client relationships. Provide trusted investment advice to clients in collaboration with colleagues in investment products and solutions teams, and develop a plan to grow the client book with measurable outcomes. Maintain accurate and up-to-date records on client investor profiles, take a strategic view of clients’ investments and closely monitor portfolio quality, while complying with regulations and the firm's risk management culture.

Are you a relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? We’re looking for a client advisor for HNW Taiwan Domestic clients to: build, establish and grow client relationships • provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams • have a plan to develop the client book with measurable outcomes • keep accurate and up-to-date records on client investor profiles • take a strategic view of clients’ investments and closely monitor their portfolio quality • comply with all regulations, policies and standards to be in line with our risk management culture

Show more Client Advisor, Global Wealth Management (Taipei/ Taichung/ Kaohsiung)

Data Analyst (Technical)