Active Advisory Client Account Manager
UBS
Are you a people person? Do you want to put your enthusiasm in investment to work? We are looking for someone who can help us to:
• manage a portfolio of HNW/GFO clients domiciled in SEA
• provide proactive strategic and tactical investment advice across all asset classes
• create and implement investment proposals according to the client’s risk profile, objectives and our CIO views
• ensure smooth execution of day-to-day trading activities and client queries
• perform regular portfolio reviews and portfolio health checks
• comply with all regulatory, policy and quality standards, contributing to an effective risk culture
• manage a portfolio of HNW/GFO clients domiciled in SEA
• provide proactive strategic and tactical investment advice across all asset classes
• create and implement investment proposals according to the client’s risk profile, objectives and our CIO views
• ensure smooth execution of day-to-day trading activities and client queries
• perform regular portfolio reviews and portfolio health checks
• comply with all regulatory, policy and quality standards, contributing to an effective risk culture
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