Portfolio Advisory Group International Strategist
About The Position
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new "Ultra High Net Worth (UHNW) Plus" client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs - we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips. Do you excel in helping clients understand and attain their financial objectives? Are you comfortable leading field and client facing situations? Do you have an expertise in asset allocation and portfolio construction? We're looking for a candidate that can: deliver customized asset allocation and portfolio construction advice to our international financial advisors and their ultra-high net worth ("UHNW") clients synthesize the firm's intellectual capital for financial advisors and their UHNW clients meet directly with UHNW clients to help drive net asset growth for the firm form key strategic partnerships across the firm, including those with field leaders and peers contribute to the production of original investment content for internal and external distribution collaborate with key partners such as Unified Global Markets, Unified Global Banking, Wealth Planning, Family Advisory & Philanthropy, and Family Office Solutions to effectively deliver all our capabilities to our UHNW clients
Requirements
- fluency in Mandarin Chinese
- extensive experience working in wealth management, private banks or asset management firms, focusing on international and cross-border business
- strong knowledge of global financial markets and willingness to express your views
- deep knowledge of multi-asset class portfolio construction
- ability to articulate research and implement in a portfolio context
- experience working with and presenting to international high net worth and UHNW clients
- familiarity with UHNW non-investment solutions including wealth planning, philanthropy and banking
- deep knowledge of both traditional and non-traditional investments, including, but not limited to, Hedge Funds, Private Equity, Private Real Estate, Structured Solutions, Separately Managed Accounts, Mutual Funds, and Exchange Traded Funds
- extensive experience with manager search and selection
- series 7 and 66 licenses, bachelor's degree required
Nice To Haves
- CFA, CPA, or CAIA or equivalent knowledge strongly preferred
Responsibilities
- deliver customized asset allocation and portfolio construction advice to our international financial advisors and their ultra-high net worth ("UHNW") clients
- synthesize the firm's intellectual capital for financial advisors and their UHNW clients
- meet directly with UHNW clients to help drive net asset growth for the firm
- form key strategic partnerships across the firm, including those with field leaders and peers
- contribute to the production of original investment content for internal and external distribution
- collaborate with key partners such as Unified Global Markets, Unified Global Banking, Wealth Planning, Family Advisory & Philanthropy, and Family Office Solutions to effectively deliver all our capabilities to our UHNW clients
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
