Bulge Bracket Investment Banks

Data Analyst (Technical)

at UBS

Mid LevelNo visa sponsorshipSQL/No-SQL Databases

Posted 12 days ago

No clicks

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

Data Analyst (Technical) supporting wealth management client advisory data needs. The role involves analyzing client investor profiles, monitoring portfolio quality, and maintaining accurate client records, while collaborating with investment products and solutions teams to provide data-driven insights and ensuring regulatory compliance. The focus is on developing the client book with measurable outcomes for HNW Taiwan Domestic clients.

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)