
Wealth Advice Center, Trade and Processing Specialist
Do you have a passion for the world of finance and are you looking for a role that provides you with an opportunity to make a real difference to our clients’ lives? If so, then UBS is seeking a Wealth Advice Center, Trade and Processing Specialist to join our growing team.In this role, you will be responsible for providing a high level of customer service and operational excellence for our clients. You will be part of a team that is passionate about helping our clients to achieve their financial dreams.To be successful in this role, you will need to have a bachelor's degree in Finance or related field, as well as a minimum of three years of experience in a financial services environment. You will also need to be knowledgeable in financial markets, with strong analytical skills and a good understanding of regulatory and compliance issues. Additionally, you will need excellent communication and organizational skills, as well as the ability to thrive in a fast-paced environment.At UBS, we are committed to helping our clients make the most of their financial investments. We are looking for a self-driven, motivated individual who can bring their expertise to the table and contribute to the success of our clients. If you are looking for a rewarding career, then this is the opportunity for you.
Excellent Communication And Interpersonal Skills
Excellent Organizational And Time Management Skills
Strong Financial And Investment Knowledge
Ability To Manage Multiple Priorities
Proven Problem-Solving Skills
Proficiency In Microsoft Office Applications
Aptitude For Financial Analysis And Modeling
Knowledge Of Ubs Products
Services
And Processes
Risk Management
Financial Planning
Data Entry
Communication
Problem Solving
Sales Support
Regulatory compliance
Portfolio analysis
Asset allocation
Portfolio optimization
Investment Research
Tax Compliance
Trade Execution
Client Servicing
Processing Transactions
Communication
Conflict Resolution
Leadership
Problem Solving
Time management
Interpersonal Skills
self-motivation
Critical thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Wealth Advice Center, Trade and Processing Specialist in Charlotte, NC, USA is between $45,000 and $62,000 per year. This range is based on the salary data provided by various employers.
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UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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