Portfolio Manager Swiss Financial Advisers Ag
vor 2 Wochen
Switzerland - Zürich
- Portfolio and fund management
- Global Wealth Management
**Job Reference #**
- 257654BR
**City**
- Zürich
**Job Type**
- Full Time
**Your role**
- Are you top notch at portfolio management? You know how to implement allocation and selection decision within customer portfolios? Do you know how to make investment decisions that benefit our clients? We are looking for someone like that to join our team.
- You:
- will be working in a small discretionary investment solutions team
- will be responsible for a wide variety of portfolio management functions.
- have responsibility for implementation in single asset but as well relative return multi asset allocation portfolios.
- have regular contact with UBS-SFA Wealth Management Consultants to support reporting/proposals and promote discretionary mandate material in general.
- also have responsibility for discretionary security selection (based on third party research) that are implemented in customer portfolios.
**Your Career Comeback**
**Your team**
- You will be working at UBS SFA (Swiss Financial Advisers). We are a small, dynamic, and growing investment firm. We are an investment boutique located in Zurich, specializing in global asset management for US persons (persons with US tax reporting obligations) and a wholly owned subsidiary of UBS AG.
**Your expertise**
- You have:
- an undergraduate or graduate degree in business, finance or economics / AZEK or CFA charter as a plus
- extensive experienced (7 years+) in implementation of private or institutional segregated client portfolios
- experience in security selection (various asset classes)
- experience in product sales and client portfolio management activities
- experience in MS Office (Excel macro) and Python programming to support tasks
- communication skills, both written and oral in English & German
You are:
- a team player
- a concise and accurate worker
- keen to take the initiative with solution-oriented thinking that facilitates business decisions
**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?
**How we hire**
**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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