Portfolio Advisory Group International Strategist
UBS
Date: 2 weeks ago
City: San Francisco, California
Contract type: Full time
Job Reference #
313410BR
Job Type
Full Time
Your role
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs – we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.
Do you excel in helping clients understand and attain their financial objectives? Are you comfortable leading field and client facing situations? Do you have an expertise in asset allocation and portfolio construction?
We’re looking for a candidate that can:
Your team
You will be a Portfolio Strategist in the Portfolio Advisory Group International, focusing on APAC markets. We provide investment advice by delivering the firm's intellectual capital and capabilities regarding asset allocation, portfolio construction and product/platform fulfillment. We work extensively with financial advisors in UBS’ international division and their ultra-high net worth clients and prospects.
Your expertise
You have:
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.
313410BR
Job Type
Full Time
Your role
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs – we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.
Do you excel in helping clients understand and attain their financial objectives? Are you comfortable leading field and client facing situations? Do you have an expertise in asset allocation and portfolio construction?
We’re looking for a candidate that can:
- deliver customized asset allocation and portfolio construction advice to our international financial advisors and their ultra-high net worth ("UHNW") clients
- synthesize the firm's intellectual capital for financial advisors and their UHNW clients
- meet directly with UHNW clients to help drive net asset growth for the firm
- form key strategic partnerships across the firm, including those with field leaders and peers
- contribute to the production of original investment content for internal and external distribution
- collaborate with key partners such as Unified Global Markets, Unified Global Banking, Wealth Planning, Family Advisory & Philanthropy, and Family Office Solutions to effectively deliver all our capabilities to our UHNW clients
- San Francisco: the salary range for this role is $135000 to $175000
Your team
You will be a Portfolio Strategist in the Portfolio Advisory Group International, focusing on APAC markets. We provide investment advice by delivering the firm's intellectual capital and capabilities regarding asset allocation, portfolio construction and product/platform fulfillment. We work extensively with financial advisors in UBS’ international division and their ultra-high net worth clients and prospects.
Your expertise
You have:
- fluency in Mandarin Chinese
- extensive experience working in wealth management, private banks or asset management firms, focusing on international and cross-border business
- strong knowledge of global financial markets and willingness to express your views
- deep knowledge of multi-asset class portfolio construction
- ability to articulate research and implement in a portfolio context
- experience working with and presenting to international high net worth and UHNW clients
- familiarity with UHNW non-investment solutions including wealth planning, philanthropy and banking
- deep knowledge of both traditional and non-traditional investments, including, but not limited to, Hedge Funds, Private Equity, Private Real Estate, Structured Solutions, Separately Managed Accounts, Mutual Funds, and Exchange Traded Funds
- extensive experience with manager search and selection
- series 7 and 66 licenses, bachelor’s degree required
- CFA, CPA, or CAIA or equivalent knowledge strongly preferred
- a skilled communicator, with great presentation skills
- excellent at organization, prioritization and time management
- adept at initiating, nurturing and developing strong interpersonal relationships
- an innovative and creative thinker
- a team player
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.
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