Taiwan Job Openings
UBS
Investment Advisor
FULL TIME
August 27, 2024
We’re looking for an investment advisor to:
- Co-lead the Active Portfolio Advisory team and represent it in Taiwan
- Work closely with the Active Portfolio Advisory team in APAC
- Act as the dedicated portfolio specialist for clients with UBS Advice Premium Mandates, providing comprehensive investment advice across various asset classes, guided by Chief Investment Office's Strategic Asset Allocation and Tactical Asset Allocation
- Deliver customized investment proposals directly to clients to match their investment objectives, risk appetite and preferences
- Perform trade executions and regular systematic portfolio reviews to keep clients' investments on track and identify potential risks
- Provide advice based on UBS investment views (through Chief Investment Office) that aims to maximize the client's portfolio performance while being consistent with the client's objectives
- Monitor 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 contact 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
- Follow developments in the financial markets to maintain an understanding of both current and anticipated trends across relevant markets and asset classes
- Minimum 15 years relevant work experience in a wealth management institution or sales experience in banks/private banks
- Minimum five years of people leadership experience
- Proven track record in sales and people management
- Strong communicator and strategic thinker with presentation and organization skills
- Achiever who can translate strategy into plans and plans into actions
- Ability to speak English and Mandarin or other regional languages would be an advantage
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Ready to be part of #team UBS and make an impact?
UBS Recruiting
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