Job Reference #
306206BR
Job Type
Full Time
Your role
- demonstrable growth track record evidenced by strong financial results
- customized portfolio construction advice to ultra-high net worth clients/prospects
- production of bespoke presentations that outline our research, capabilities and views on asset allocation, portfolio construction and product fulfillment
- develop fluency in all aspects of portfolio construction and effectively use all asset classes necessary to implement both strategic and tactical asset allocations
- develop key partnerships throughout the firm to cultivate extensive knowledge of platforms and product offerings (traditional and non-traditional)
- contribute to the production of original investment content for internal and external distributionExperience in cross asset best execution
- portfolio reviews and portfolio health checks
- advanced spoken and written communication skills
- sound understanding of the bank’s investment solutions and ability to drive sales and partner with specialists when required
- a valid and active Series 7, 66, 3 is required or must be obtained within 90 days of starting role.
Detailed salary information:
- New York: the salary range for this role is $135000 to $175000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .
Your team
The Global Access Initiative will have hubs in New York, Miami, and California (exact location under development). It will be a market within the UBS International Financial Services Division. The WM APAC Team will be based in New York. This team will report locally to the Head of the Global Access Initiative. As an Portfolio advisor, you’ll provide cross-asset investment advice in a portfolio context, perform trade executions and continuously monitor clients' portfolio health and performance.
Your expertise
- 10+ years of experience in wealth management international preferably in a portfolio advisory or investment specialist role
- proven track record of delivering investment advice to private clients and/or institutional clients
- expertise in cross asset class coverage and portfolio construction
- a firm grasp of financial markets, with proven competency in translating current and anticipated trends for the benefit of investors
- knowledge of local regulatory requirements, with high ethical and professional standards
- bachelor’s degree or equivalent in finance or a related field, CFA is a plus
- Proven experience in building client trust, evidenced through revenue growth and increased penetration across multiple investment solutions
- Valid Wealth Management Diploma or equivalent certification
About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
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.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary Information
US Only: The expected salary range for this role is $135000 to $175000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information
