Switzerland Job Openings
UBS
Active Portfolio Advisor for APAC Switzerland (A&S APAC Zurich)
Zürich
FULL TIME
August 9, 2024
- 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
- 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)
We have a presence in all major financial centers in more than 50 countries.
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?
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