【UBS証券】Client Advisor - Private Client Team（ウェルスマネジメント・営業職）
仕事内容
https://jobs.ubs.com/TGnewUI/Search/Home/Home?partnerid=25008&siteid=5012#jobDetails=336615_5012
Are you interested in Wealth Management business with objectives in problem solving for clients and building long-term relationships? Do you have experience in client advising and supporting sales activities?
We are looking for someone who can help us:
• establish long-term mutually beneficial relationships with clients
• keep accurate, up-to-date client investor profiles
• develop a client investment strategy and keep a close eye on portfolio quality
• carry out daily transaction processing and complex troubleshooting
• make sure that client-related processes and administrative arrangements are completed
• keep in contact with internal and external clients
応募資格(必須経験など)
Your expertise
You have:
• experience in client advising
• basic knowledge in financial markets and regulatory frameworks
You are:
• motivated, self-directed and driven
• a dynamic and flexible team player with great networking skills
• able to work under pressure (you secretly love deadlines)
• fluent in Japanese and basic business English