Active Advisor A&s Wm Switzerland

Vor 5 Tagen

Kanton Genf, Schweiz UBS Vollzeit

Switzerland - Western Switzerland
- Client advisory / Relationship management
- Global Wealth Management

**Job Reference #**
- 258080BR

**City**
- Genève

**Job Type**
- Full Time, Part Time

**Your role**
- Do you have a proven track record in advising and managing clients in an advisory context? Do you have expertise across a range of asset classes, investment instruments and markets? We're looking for someone like that to:
- take over an existing client book, absorb NNUC and deputize our colleague in Lugano.
- act as an active advisor and manage a book of sophisticated Swiss clients, in line with UBS House View and be the prime investment partner for our clients with a UBS Advice Premium contract.
- monitor and review portfolios and international financial markets to identify opportunities and risks.
- develop multi-asset proposals covering fixed income, equities, hedge funds, commodities, real estate, private markets and foreign exchange.
- be responsible of the trade execution and the implementation of portfolio decisions.
- support relationship managers in their prospecting and acquisition efforts.
- collaborate with other investment
- and wealth planning specialists to deliver holistic investment advice and a truly outstanding client experience.

**Your Career Comeback**

**Your team**
- You’ll be working in the Advisory & Sales Active Advisory team for Wealth Management Switzerland in Geneva. We are a dynamic, open minded and active team that enjoys working to provide best in class advice for our clients. We work closely with client advisors, taking responsibility for managing the full suite of UBS Advice Premium mandates.
- Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

**Your expertise**
- at least 5 years of experience in the financial markets with direct client contact (preferably in advisory or portfolio management equivalent functions).
- in-depth analytical skills that you’ve applied to multi asset class portfolios.
- an advanced degree in the area of finance or an equivalent experience. AZEK, CFA, CAIA is a plus.
- fluent in French (native language) and Italian, English as a foreign language.

**About us**
- UBS is the world’s largest and 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.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

**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?

**Contact Details**
- UBS Business Solutions AG
- UBS Recruiting

**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.

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