UBS-International - Senior Portfolio Advisory Group Strategist - Di

City

Coral Gables, Miami

Job Type

Full Time

Country / State

United States - Florida

Function Category

Research

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

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 #teamUBS and make an impact?

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.

Your team

You will be a Portfolio Strategist in the Portfolio Advisory Group International, focusing on LatAm markets. We provide investment advice by delivering our firm's intellectual capital and capabilities regarding asset allocation, portfolio construction and product/platform fulfillment. We work extensively with financial advisors in UBS’ international division and their ultra-high net worth clients and prospects. This role will be located in Miami or Coral Gables and you will report to senior leadership on the PAG team.

Your expertise

You have:
• extensive experience working in wealth management, private banks or asset management firms, focusing on international and cross-border business
• strong knowledge of global financial markets and willingness to express your views
• deep knowledge of multi-asset class portfolio construction
• ability to articulate research and implement in a portfolio context
• experience working with and presenting to international high net worth and UHNW clients
• familiarity with UHNW non-investment solutions including wealth planning, philanthropy and banking
• deep knowledge of both traditional and non-traditional investments, including, but not limited to, Hedge Funds, Private Equity, Private Real Estate, Structured Solutions, Separately Managed Accounts, Mutual Funds, and Exchange Traded Funds
• extensive experience with manager search and selection
• series 7 and 66 licenses, bachelor’s degree required
• CFA, CPA, or CAIA or equivalent knowledge strongly preferred
• foreign language skills, fluent in Spanish and/or Portuguese strongly preferred
You are:
• a skilled communicator, with great presentation skills
• excellent at organization, prioritization and time management
• adept at initiating, nurturing and developing strong interpersonal relationships
• an innovative and creative thinker
• a team player

*LI-UBS

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.