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Posted : Saturday, October 21, 2023 12:14 AM
United States - California
Client advisory / Relationship management
Global Wealth Management
Job Reference #
292717BR
City
San Diego
Job Type
Full Time
Your role
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 Financial Advisor to:
• Provide comprehensive wealth management for high net-worth international investors.
• Understand multiple foreign currencies and transactions to provide financial advice.
• Develop and maintain client relationships, deliver superior investment advice and solutions for clients and tactically manage a book of clients.
• Generate sustainable revenues and growth opportunities for the bank and act as first line of defense in managing risk.
• Create and implement a strategic, quantitative client book development plan, aiming towards contract-based solutions and including regular monitoring and re-assessments.
• Maintain a complete, accurate, up-to-date investor profile and fully document the client relationship.
• Work closely with other team members, regularly sharing information on clients and client activities and sharing best practices.
• Prepare key client meetings, systematically monitor and optimize portfolio quality and performance by executing investment proposals, immediately addressing any health check issues and assisting with risk remediation activities.
• Ensure clients are managed according to all relevant regulations, policies and standards, contributing to an effective risk culture in the team.
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.
com.
Please reference 000823.
NO CALLS PLEASE.
EOE/M/F/D/V 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 GWM team in San Diego, CA.
Your expertise • Education & Experience Requirement • Bachelor’s degree or foreign equivalent in Finance, Economics or a related field of study plus 2 years of experience in the job offered or 2 years of experience as an Investment Advisor, Investment and Market Specialist, Client Advisor Analyst, Trader, Financial Analyst or a related occupation.
• Position requires experience with the following: • Risk management; • Wealth management; • Quantitative client book development; • Investment strategy; • Contractual arrangement; • Derivatives sales and trading; • Market strategy implementation • Position requires FINRA Series 7 and 66 licenses.
• Travel internationally as necessary to perform duties.
*LI-DNI 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.
Salary information CA, CO, WA and NY based roles: The salary range for this role is $125,000 - $130,000 based on experience, education, and skill level.
This role may be eligible for discretionary incentive compensation.
For benefits information: ubs.
com/usbenefits.
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.
• Understand multiple foreign currencies and transactions to provide financial advice.
• Develop and maintain client relationships, deliver superior investment advice and solutions for clients and tactically manage a book of clients.
• Generate sustainable revenues and growth opportunities for the bank and act as first line of defense in managing risk.
• Create and implement a strategic, quantitative client book development plan, aiming towards contract-based solutions and including regular monitoring and re-assessments.
• Maintain a complete, accurate, up-to-date investor profile and fully document the client relationship.
• Work closely with other team members, regularly sharing information on clients and client activities and sharing best practices.
• Prepare key client meetings, systematically monitor and optimize portfolio quality and performance by executing investment proposals, immediately addressing any health check issues and assisting with risk remediation activities.
• Ensure clients are managed according to all relevant regulations, policies and standards, contributing to an effective risk culture in the team.
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.
com.
Please reference 000823.
NO CALLS PLEASE.
EOE/M/F/D/V 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 GWM team in San Diego, CA.
Your expertise • Education & Experience Requirement • Bachelor’s degree or foreign equivalent in Finance, Economics or a related field of study plus 2 years of experience in the job offered or 2 years of experience as an Investment Advisor, Investment and Market Specialist, Client Advisor Analyst, Trader, Financial Analyst or a related occupation.
• Position requires experience with the following: • Risk management; • Wealth management; • Quantitative client book development; • Investment strategy; • Contractual arrangement; • Derivatives sales and trading; • Market strategy implementation • Position requires FINRA Series 7 and 66 licenses.
• Travel internationally as necessary to perform duties.
*LI-DNI 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.
Salary information CA, CO, WA and NY based roles: The salary range for this role is $125,000 - $130,000 based on experience, education, and skill level.
This role may be eligible for discretionary incentive compensation.
For benefits information: ubs.
com/usbenefits.
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.
• Phone : NA
• Location : San Diego, CA
• Post ID: 9138515962
