Provides pro-active investment advice on multi-asset-class portfolios directly to Ultra-High-Net-Worth Private Clients / Family Offices / Corporates
Provides advice based on UBS investment views (Wealth Management Research + Investment Bank) that aim to maximize the client's portfolio performance consistent with the client's objectives
Monitors client portfolios on a regular basis in close co-operation with the client (with regular reviews of client risk profile and investment objectives)
Pro-actively contacts clients with meaningful portfolio updates and provides investment recommendations within a portfolio context and a disciplined / risk-controlled framework
Responsible for timely and adequate execution, confirmation and supervision of orders given by the client
Follows developments in the financial markets to maintain an understanding of both current and anticipated trends across relevant markets and asset classes
Skills
10+ years of experience in a Portfolio Management / Advisory role, preferably within Private Wealth Management dealing with a High-Net-Worth / Ultra-High-Net-Worth client base
Broad and deep understanding of financial instruments + markets as a whole (CFA, CFP, CAIA, MBA, FRM, CMT certifications are a definite plus)
Extensive experience managing + advising on multi-asset-class private client portfolios throughout a cycle (preferably through several cycles)
Solid knowledge of derivatives + derivative strategies and their use in structured products
Ability to deliver clear, meaningful and well-structured information and complex messages convincingly and concisely
Excellent communication, presentation + negotiation skills in English (Mandarin/Cantonese are a definite plus)
Creativity / flexibility to adapt approach and solutions independently in complex environments with a highly challenging client group
Excellent people skills, high-impact and confident presence with strong sales skills
Client-focused, results-oriented team player with highest standards of ethical and professional behaviour
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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