Investment Advisor WM ME, Near East

Vor 4 Tagen

Carouge, Schweiz UBS Vollzeit
Your role
Do you follow the markets, even in your spare time? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience?

We're looking for an investment advisor to:

• define advisory processes and agreements that best meet our clients' needs, in cooperation with the Relationship Manager
• proactively manage client book and make sure clients are invested according to their risk profile
• regularly contact clients with investment opportunities and constantly bring expertise and content to clients through regular market updates
• perform strategic client reviews, ensuring follow-ups and implementation
• carry out important risk management tasks to meet legal and regulatory requirements

Your team
You'll be working as part of our Wealth Management Near East Desk. We help institutions, high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise
• ideally over 12 years of experience working in wealth management, private banking or asset management
• solid knowledge of financial markets
• excellent communicator, with great presentation skills
• skilled at initiating, nurturing and developing strong interpersonal relationships
• fluent in French and English
• CFA/CAIA is a plus

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.

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?

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