Premium Advisory Specialist

Responsibilities

• Manage a portfolio of HNW, UHNW, and GFIW clients across Greater China and Southeast Asia
• Deliver proactive strategic and tactical investment advice across all asset classes, with a focus on equities
• Create and implement tailored investment proposals based on client risk profiles, objectives, and CIO views
• Execute daily trading activities and respond promptly to client queries
• Conduct regular portfolio reviews and health checks to ensure alignment with investment mandates
• Adhere to all regulatory, policy, and quality standards to maintain a strong risk culture

Requirements

• Minimum 10 years of experience in wealth management, investment banking (research/sales & trading), or asset management
• Proven track record of delivering investment advice to private or institutional clients
• Bachelor's degree in finance or a related field
• Fluency in English and either Mandarin or Cantonese
• Strong ability to track market developments and anticipate industry trends

Preferred Qualifications

• Experience in equity research or equity sales
• CFA designation or related professional certification

About the Company

UBS is a leading global wealth manager and the leading universal bank in Switzerland. Headquartered in Zurich, UBS provides diversified asset management solutions and focused investment banking capabilities across more than 50 markets worldwide. We value collaboration and are dedicated to fostering an inclusive culture that empowers our people to drive ongoing success.