Wealth Management Client Advisor Assistant – UHNW Nordics - 24 months
UBSLuxembourgUpdate time: February 10,2020
Job Description
Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?
We’re looking for a client advisor assistant for a 24 month-contract to:
• support client advisors in delivering exceptional client service and experience
• be point-of-entry contact (by phone or e-mail) for clients with account queries or orders, stock orders, payments, etc.
• assist with due diligence and monitoring activities
• support with documentation for client meetings, business trips, investment proposals and the like
• collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
• closely collaborate with our Advisory Office in Copenhagen.
We’re looking for a client advisor assistant for a 24 month-contract to:
• support client advisors in delivering exceptional client service and experience
• be point-of-entry contact (by phone or e-mail) for clients with account queries or orders, stock orders, payments, etc.
• assist with due diligence and monitoring activities
• support with documentation for client meetings, business trips, investment proposals and the like
• collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
• closely collaborate with our Advisory Office in Copenhagen.
Get email alerts for the latest"Wealth Management Client Advisor Assistant – UHNW Nordics - 24 months jobs in Luxembourg"
