Portfolio Advisory Group International Portfolio Strategist

City

Coral Gables, Miami

Job Type

Full Time

Country / State

United States - Florida

Function Category

Strategy

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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 ("PAG-I"), focusing on LatAm. We provide investment advice to Financial Advisors in UBS’ International division and Ultra High Net Worth clients and prospects, delivering the firm's intellectual capital and capabilities on asset allocation, portfolio construction and product/platform fulfillment. This role is located in the Florida market and you will work closely with the PAG-I team members on the east coast and those in major offices around the US.

Your expertise

You have:
• Experience working in wealth management, private banking or asset management, focusing on international and cross-border business
• Strong knowledge of global financial markets and willingness to express your views
• Working knowledge of multi-asset class portfolio construction
• Ability to articulate research and implement in a portfolio context
• Desire to be client-facing, experience working with clients preferred
• Series 7 and 66 licenses strongly preferred, bachelor’s degree
• Interest in acquiring CFA, CPA, or CAIA or equivalent knowledge
• Ideally 5+ years of experience in financial services industry
• Foreign language skills, fluent in Spanish strongly preferred

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 $200000 to $250000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.