Private Wealth Client Associate
-
Finance & Banking
Job Description & How to Apply Below
UBS in Charlotte seeks a Client Associate to deliver high-touch service to high-net-worth clients, manage relationships, onboarding, and ongoing account maintenance. You will collaborate with the Private Wealth Management team to ensure seamless client experiences.
This role requires exceptional interpersonal and organizational skills, proficiency with MS Office, and strict confidentiality when handling sensitive information. Licensing in SIE/Series 7/66 (or willingness to obtain) is required.
Our group is growing, and we are hiring a Private Wealth Client Associate in Charlotte, AR, United States.
This posting is for the Private Wealth Client Associate role at UBS, based in Charlotte, AR, United States.
We are looking to fill the Private Wealth Client Associate position at UBS in Charlotte, AR, United States.
The Private Wealth Client Associate role at UBS is now open for applications in Charlotte, AR, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction