Investment Advisor

Responsibilities

• Act as a dedicated portfolio specialist for clients with UBS Advice Premium Mandates, providing comprehensive investment advice across various asset classes.
• Deliver customized investment proposals tailored to client investment objectives, risk appetite, and preferences.
• Perform trade executions and conduct regular systematic portfolio reviews to manage risks and keep investments on track.
• Provide investment advice based on Chief Investment Office views to maximize portfolio performance within a disciplined framework.
• Proactively contact clients with meaningful portfolio updates and investment recommendations.
• Monitor financial market developments to maintain an understanding of current and anticipated trends.
• Ensure timely and adequate execution, confirmation, and supervision of client orders.

Requirements

• Minimum 10 years of relevant work experience in wealth management or sales experience within banks or private banks.
• Strong communication and presentation skills.
• Strategic thinking with the ability to translate strategy into actionable plans.
• Fluency in both English and Mandarin.

About the Company

UBS is a leading global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities, operating in more than 50 markets around the globe. We place collaboration at the heart of everything we do to help high net worth and ultra-high net worth individuals and families meet their financial goals.