UBS Financial Services Active Portfolio Advisor in London, United Kingdom
•\tProvide consistent and timely advice to a book of HNW and UHNW clients based on the UBS CIO research view and the individual client's investment strategy and preferences.
•\tDevelop and maintain a book of multi-asset class portfolios by establishing strong relationships with both clients and client advisors.
•\tCreate ad-hoc portfolios based on individual client preference and strategy, sourcing ideas from the UBS CIO research view and the investment universe.
•\tRegularly discuss and review each client's investment strategy and asset allocation to ensure their portfolio remains consistent with their objectives, risk tolerance and expectations. Execute trades for clients.
•\tBe able to discuss with adequate knowledge and granularity the trends and opportunities across each asset class.
•\tStay on top of market developments and product offerings
•\tCollaborate with other team members by contributing to idea generation, establishing best practices and improving business scalability.
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.
•\tIPS UK & Jersey provides an extensive range of products and services for the UK and Jersey clients of Wealth Management including investment mandates, private markets, hedge funds, FX, cash products, mortgages and other lending.
•\tYou’ll be working in the Active Advisory team in London. Our team provides proactive investment advice to clients, based on UBS CIO research views. We support our clients in the implementation of appropriate investment products and strategies that maximise the performance of their portfolios. We monitor the portfolios on an ongoing basis, execute and report trades, maintain up-to-date client records and supporting documentation to ensure the adherence to agreed investment mandate objectives and internal policies.
Your experience and skills:
•\tMulti-asset class knowledge
•\t5 years' experience in financial markets, preferably in a Wealth Management environment
•\tExperience in managing portfolios and advising clients
•\tStrong analytical and technical skills
•\tA proactive and entrepreneurial attitude
•\tMinimum Level 4 qualified (e.g. IAD)
•\tA motivated individual with excellent communication skills
•\tAble to build up strong relationship relationships with both clients and CAs.
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Job Reference #: 173288BR
Business Divisions: Global Wealth Management
Title: Active Portfolio Advisor
Job Type: Full Time
Country / State: United Kingdom
Function Category: Client advisory / Relationship management