UBS AG

Client Advisor, WM APAC Switzerland, China Team

📍 4051 Basel 4051 Basel

Rolle und Verantwortlichkeiten

build, establish and grow client relationships provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams 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

Team / Beschreibung

Qualifikationen und Fähigkeiten