Ultra Solutions Group - Senior Client Portfolio Manager
Jobbeschreibung
Carouge, Genf, Schweiz
UBS
01.05.2024
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Job Reference #290887BRCityCarougeJob TypeFull Time Your roleAre you a
delivery oriented and passionate senior investment professional? Do
you have extensive experience in the financial industry, more
specifically, in the field of portfolio management?We are looking for
a Senior Portfolio Specialist to:• construct successful and
tailor-made discretionary investment solutions in accordance with the
UBS investment strategy and client specific investment objectives•
support of 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
as well as investment objectives • participate as voting member in the
individual Client Investment Forum (CIF) of our UHNW flagship product
UBSYour Career ComebackWe are open to applications from career
returners. Find out more about our program on
ubs.com/careercomeback.Your teamThis function within the business
sector Global Wealth Management Strategic Clients will be responsible
for the set-up and representation of sophisticated discretionary
portfolios for our wealthiest and most demanding UBS Wealth Management
clients.Your expertise• University degree in Finance or equivalent•
CFA charter or CIIA• minimum 10 years+ experience in Finance /
Portfolio Management (preferably with multi asset class portfolios) •
deep understanding of financial markets, asset classes and investment
products • very strong client orientation and excellent communication
skills • ability to cope with pressure and a high level of
proactivity, responsibility and attention to detail• fluent in French
and English (additional languages are an advantage)• proficient user
of Microsoft Excel, PowerPoint, Bloomberg (programming skills are a
plus)Your sound knowledge of investment products and the financial
markets gives you the competency to understand and evaluate complex
client requirements and as an asset navigator to prepare tailor-made
investment proposals. You are highly client focused, interested in
client facing activities and have proven communication skills to
foster our important and long-lasting client relationships. This
function is key for the acquisition and retention of assets for our
institution.About usUBS 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.How we
hireThis role requires an assessment on application. Learn more about
how we hire: usAt 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?Contact DetailsUBS Business Solutions SAUBS
RecruitingDisclaimer / Policy StatementsUBS 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.Country / State: Switzerland - Western SwitzerlandFunction
Category: Portfolio and fund management, StrategyBusiness Divisions:
Global Wealth Management
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