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UBS

Active Advisory Client Account Manager

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  • Posted a month ago
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5-10 Years

Financial Services

Job Description

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

Date Posted: 28/05/2025

Job ID: 115541935

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Last Updated: 30-06-2025 00:36:33 PM
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