WM Client Advisor Assistant Global Resident Partners
UBSSwitzerland - zürich Update time: July 27,2020
Job Description
Are you a people person? Do you know how to stay calm under pressure?

We are looking for someone who can help us support team of Investment Advisors while servicing clients. You'll:
-support Investment Advisors in their daily client business
-be the point of entry for processing client orders such as account opening and maintenance
-assist in all administrative tasks and organizational arrangements in relation to client’s general inquiries and to their investments and payments
-keep in contact with internal and external clients
-process and monitor orders (stock exchange, subscriptions, payments) as well as daily cash management
-be responsible for all administrative concerns such as account openings, maintenance and account closings
-deal with client requests in direct client contact
-assist in preparing investment proposals and providing Investment Advisors with product and market related information
-prepare client meetings and business trips
-attend client meetings together with the Investment Advisor

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