Senior Vice President, Financial Advisor
Apply NowCompany: UBS
Location: Coral Gables, FL 33114
Description:
Your role
UBS Financial Services Inc. is seeking a Senior Vice President, Financial Advisor in Coral Gables, FL.
Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?
We're looking for a Senior Vice President, Financial Advisor to:
Provide comprehensive wealth management advice for ultra-high net worth international clients in Latin America, considering multiple foreign currencies, transaction and corporate structures.
Analyze global financial and economic factors and financial accounting reports to measure and track business and financial performance.
Create and maintain trusting, long term relationships with existing LATAM offshore clientele.
Work with sophisticated offshore investors to develop comprehensive investment strategies and programs focusing on specific financial, business and product factors.
Evaluate internal and external business and related financial data on current and prospective international clients.
Perform research on and analyze investment opportunities for offshore clientele with understanding of the special needs, products and legal structures used by offshore clientele and the firm's business with them.
Prepare and present verbal and written communications, reports and presentations to international clients, dealing with individual clients' options and the firms' advice.
Responsible for identifying prospects within the relevant LATAM offshore markets and use in depth local knowledge for systematic acquisition of new clients.
Study and evaluate global financial and economic factors and financial accounting reports to measure and track business and financial performance.
Travel internationally as necessary to perform duties.
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 000148. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Your team
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.
You'll be working in the 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.
You'll be working in the Global Wealth Management team in Coral Gables, FL.
Your expertise
Education & Experience Requirement
This position requires a Bachelor's degree or foreign equivalent in a Business Administration, Finance or a related field of study plus ten (10) years of experience in the job offered or ten (10) years of experience as a Financial Advisor or related occupation.
Position requires experience with the following:
Providing wealth management advisory services to ultra-high net worth, Spanish-speaking clients in Latin America, specifically in Central America
managing and developing client relationships and establishing strategies for acquiring new private clients, business development and risk management
working with portfolio construction and asset allocation among all asset classes including mutual funds (equity and fixed income), hedge funds, private equity, real estate, structured notes, bonds (corporate and sovereign)
selecting alternative investments such as cash, fixed income, equities, foreign currencies, commodities, and discretionary asset management on behalf of clients
formulating hedge fund and option strategies
evaluating global financial and economic factors and financial accounting reports to measure and track business and financial performance
working with offshore investors to develop comprehensive investment strategies and programs
evaluating internal and external business and related financial data on current and prospective international clients
preparing and presenting verbal and written communications, reports and presentations.
Must travel internationally as necessary to perform duties.
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.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
UBS Financial Services Inc. is seeking a Senior Vice President, Financial Advisor in Coral Gables, FL.
Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?
We're looking for a Senior Vice President, Financial Advisor to:
Provide comprehensive wealth management advice for ultra-high net worth international clients in Latin America, considering multiple foreign currencies, transaction and corporate structures.
Analyze global financial and economic factors and financial accounting reports to measure and track business and financial performance.
Create and maintain trusting, long term relationships with existing LATAM offshore clientele.
Work with sophisticated offshore investors to develop comprehensive investment strategies and programs focusing on specific financial, business and product factors.
Evaluate internal and external business and related financial data on current and prospective international clients.
Perform research on and analyze investment opportunities for offshore clientele with understanding of the special needs, products and legal structures used by offshore clientele and the firm's business with them.
Prepare and present verbal and written communications, reports and presentations to international clients, dealing with individual clients' options and the firms' advice.
Responsible for identifying prospects within the relevant LATAM offshore markets and use in depth local knowledge for systematic acquisition of new clients.
Study and evaluate global financial and economic factors and financial accounting reports to measure and track business and financial performance.
Travel internationally as necessary to perform duties.
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 000148. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Your team
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.
You'll be working in the 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.
You'll be working in the Global Wealth Management team in Coral Gables, FL.
Your expertise
Education & Experience Requirement
This position requires a Bachelor's degree or foreign equivalent in a Business Administration, Finance or a related field of study plus ten (10) years of experience in the job offered or ten (10) years of experience as a Financial Advisor or related occupation.
Position requires experience with the following:
Providing wealth management advisory services to ultra-high net worth, Spanish-speaking clients in Latin America, specifically in Central America
managing and developing client relationships and establishing strategies for acquiring new private clients, business development and risk management
working with portfolio construction and asset allocation among all asset classes including mutual funds (equity and fixed income), hedge funds, private equity, real estate, structured notes, bonds (corporate and sovereign)
selecting alternative investments such as cash, fixed income, equities, foreign currencies, commodities, and discretionary asset management on behalf of clients
formulating hedge fund and option strategies
evaluating global financial and economic factors and financial accounting reports to measure and track business and financial performance
working with offshore investors to develop comprehensive investment strategies and programs
evaluating internal and external business and related financial data on current and prospective international clients
preparing and presenting verbal and written communications, reports and presentations.
Must travel internationally as necessary to perform duties.
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.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.