Senior Associate Relationship Manager
| Company | UBS |
|---|---|
| Location | Toronto, ON, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior, Expert or higher |
Requirements
- knowledge of financial markets and products, in Wealth Management, the Investment Bank and Asset Management
- experience in working with sophisticated clients and complex investments
- efficiently manage multiple projects, client interactions and process client requests
- excellent interpersonal skills and strong communication skills
- strong PowerPoint and Excel skills
- 7+ years of relevant work experience
Responsibilities
- support the Relationship Managers (RMs) in client coverage, business development and cross-divisional coordination with Wealth Management, Investment Bank and Asset Management
- act as back-up client coverage person (on behalf of RMs) where needed
- follow-up on Client Advisor and client requests (e.g. market updates / ideas and specific transactions)
- manage and direct day-to-day client activities, often acting as single-entry point for all operational matters vis-à-vis the client
- help management on business management tasks, as needed, e.g., organizing key meetings and preparing regular updates
Preferred Qualifications
- CFA Charterholder and / or OSC Portfolio Manager – Advising Representative license preferred