Investment Advisor, WM APAC, Global Access Desk

City

New York

Job Type

Full Time

Country / State

United States - New York

Function Category

Portfolio and fund management

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

The Global Access Initiative will have hubs in New York, Miami, and California (exact location under development). It will be a market within the UBS International Financial Services Division. The WM APAC Team will be based in New York. This team will report locally to the Head of the Global Access Initiative. As an Portfolio advisor, you’ll provide cross-asset investment advice in a portfolio context, perform trade executions and continuously monitor clients' portfolio health and performance.

Your expertise

• 10+ years of experience in wealth management international preferably in a portfolio advisory or investment specialist role
• proven track record of delivering investment advice to private clients and/or institutional clients
• expertise in cross asset class coverage and portfolio construction
• a firm grasp of financial markets, with proven competency in translating current and anticipated trends for the benefit of investors
• knowledge of local regulatory requirements, with high ethical and professional standards
• bachelor’s degree or equivalent in finance or a related field, CFA is a plus
• Proven experience in building client trust, evidenced through revenue growth and increased penetration across multiple investment solutions
• Valid Wealth Management Diploma or equivalent certification

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.

Salary information

US Only: The expected salary range for this role is $135000 to $175000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information