Uhnw Client Portfolio Manager

Vor 2 Tagen

Fribourg, Schweiz UBS Vollzeit

Switzerland - Zürich- Portfolio and fund management, Sales- Global Wealth Management**Job Reference #**
- 251242BR**City**
- Zürich**Job Type**
- Full Time**Your role**
- Do you have a passion for financial markets? Would you be interested in working with demanding ultra high net worth and family office relationships on the construction and management of investment portfolios?
- We are looking for a senior investment professional with extensive experience in the financial industry, more specifically, in the field of client portfolio management, to:
- Construct tailor-made discretionary investment solutions in accordance with the UBS investment strategy and client specific investment objectives
- Support the Global Family and Institutional Wealth (“GFIW”) UBS Client Advisors as well as Ultra High Net Worth (“UHNW”) Client Advisors to attract new clients
- Perform regular portfolio review meetings with clients / family offices and inform them on market conditions / trends and discuss portfolio performance relative to their objectives
- Participate as voting member in the individual Client Investment Committee (CIC) of our UHNW flagship product UBS Manage Premium [Ultra], available exclusively for clients with over 50 million in portfolio assets

**Your Career Comeback**Your team**
- You’ll be working in the Mandate Solutions team in Zürich which is part of the UHNW Solutions Group, a UBS division responsible for tailored investment solutions for UBS’ largest and most sophisticated clients. The Mandate Solutions team is responsible for the set-up and representation of customized discretionary portfolios for our wealthiest clients within UBS Wealth Management. You'll play an important role in the implementation and management of investment portfolios, helping us grow our clients’ wealth and also growing UBS’ assets under discretionary management.
- 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**
- University degree in Finance or equivalent
- CFA charter or AZEK
- Minimum 10 years+ experience in Finance / Portfolio Management (preferably with multi asset class portfolios and client interaction)
- Deep understanding of financial markets, asset classes and investment products
- Highly client focused, interested in client facing activities and excellent communication skills
- Competency to understand and evaluate complex client requirements and to prepare tailor made investment proposals
- Ability to cope with pressure and exhibit a high level of proactivity, responsibility and attention to detail
- Strong team player and excellent analytical skills
- Fluent in (Swiss) German and English (additional languages are an advantage)
- Proficient user of Microsoft Excel, PowerPoint, Bloomberg (programming skills are a plus)

**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?**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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