Switzerland Job Openings

UBS

Active Portfolio Advisor for APAC Switzerland (A&S APAC Zurich)

Zürich

FULL TIME

August 9, 2024

Switzerland - Zürich

Sales, Sales and trading

Global Wealth Management

Job Reference #

298734BR

City

Zürich

Job Type

Full Time

Your role

Are you a people person? Do you know how to spread your enthusiasm about the markets to others? We are looking for someone to:

monitor the international financial markets and clients' portfolios
perform regular reviews of the client risk profile and the client preferences
provide pro-active investment advice on multi-asset-class portfolios directly to sophisticated APAC HNW and UHNW clients out of Zurich
contact clients with market updates and ensure a constant flow of opportunistic and tactical investment content and recommendations
liaise extensively with Relationship Managers and other parties in connection with the bank's investment process
monitor and handle trade order execution, confirmation and supervision

Your team

You’ll be working in the Active Advisory team (A&S) covering APAC clients out of Zurich. We provide proactive investment advice based on the UBS investment policy, and support clients in the implementation of appropriate investment products and strategies. We monitor the portfolios on an ongoing basis, execute and report client trades, maintain up-to-date client records and documentation to ensure adherence to agreed investment mandate objectives (SAA/TAA), compliance requirements and trading procedures.

Your expertise

You have:

a finance-related University degree and/or CFA, CFPI diploma or equivalent
minimum 5 years' experience in Investment Advisory or Portfolio/Asset Management across all asset classes
strong client relationship skills and an ability to understand client investment needs and objectives
excellent knowledge of English & Mandarin required, any other regional language a plus
deep knowledge and long lasting experience in trading securities

You are:

thorough and self-motivated with excellent communication skills
self-directed, proactive and reliable
strong analytically with top organizational and technical skills
always professional (but you have the human touch)

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 #team UBS and make an impact?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.

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