Portfolio Advisory Group International Strategist
Apply NowCompany: UBS
Location: San Francisco, CA 94112
Description:
Your role
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
Detailed salary information:
San Francisco: the salary range for this role is $135000 to $175000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You will be a Portfolio Strategist in the Portfolio Advisory Group International, focusing on APAC markets. We provide investment advice by delivering the firm's intellectual capital and capabilities regarding asset allocation, portfolio construction and product/platform fulfillment. We work extensively with financial advisors in UBS' international division and their ultra-high net worth clients and prospects.
Your expertise
You have:
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
CFA, CPA, or CAIA or equivalent knowledge strongly preferred
You are:
a skilled communicator, with great presentation skills
excellent at organization, prioritization and time management
adept at initiating, nurturing and developing strong interpersonal relationships
an innovative and creative thinker
a team player
*LI-UBS
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?
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
Detailed salary information:
San Francisco: the salary range for this role is $135000 to $175000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You will be a Portfolio Strategist in the Portfolio Advisory Group International, focusing on APAC markets. We provide investment advice by delivering the firm's intellectual capital and capabilities regarding asset allocation, portfolio construction and product/platform fulfillment. We work extensively with financial advisors in UBS' international division and their ultra-high net worth clients and prospects.
Your expertise
You have:
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
CFA, CPA, or CAIA or equivalent knowledge strongly preferred
You are:
a skilled communicator, with great presentation skills
excellent at organization, prioritization and time management
adept at initiating, nurturing and developing strong interpersonal relationships
an innovative and creative thinker
a team player
*LI-UBS
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?