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UBS WM is creating dedicated teams of client advisor assistants in Asia “to raise productivity”

UBS Wealth Management is reorganising its pool of client advisor assistants (CAAs) in Asia to create a “market expert team” that will help raise productivity, according to Jean-Claude Humair, the private bank’s group managing director and regional market manager for Hong Kong. “For tasks that are more complex and require relatively more expertise, for example preparation of client portfolio review…

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