UBS
Overview
Do you have the right skills and experience for this role Read on to find out, and make your application. Portfolio Specialist role at UBS. You will work with financial advisors and senior leadership to help clients understand and meet their financial objectives, with a focus on asset allocation and portfolio construction.
Responsibilities
Support delivery of customized portfolio construction advice to financial advisors and their ultra-high net worth clients/prospects
Conduct in-depth portfolio analysis at the asset allocation and investment level
Produce bespoke presentations outlining research, capabilities and views on asset allocation, portfolio construction and product fulfillment
Develop fluency in all aspects of portfolio construction and use asset classes to implement strategic and tactical allocations
Build key partnerships across the firm to understand platforms and product offerings (traditional and non-traditional)
Contribute to original investment content for internal and external distribution
Collaborate with partner groups such as estate planning, philanthropy, banking, etc.
Salary and Location Based in Chicago. Salary information and benefits vary by location and experience. This role may be eligible for discretionary incentives. For benefits details, please visit UBS benefits information.
Your Team You will be a Portfolio Specialist in the Portfolio Advisory Group (PAG). The team provides investment advice on asset allocation, portfolio construction and product/platform fulfillment, and works with financial advisors and ultra-high net worth clients and prospects.
Your Expertise
Experience in wealth management, private banks or asset management
Strong knowledge of global financial markets
Working knowledge of multi-asset class portfolio construction
Ability to articulate research and implement it in a portfolio context
Desire to develop client-facing skills
Series 7 and 66 licenses required; bachelor’s degree required
Ideally 3+ years of experience in financial services
Interest in pursuing CFA, CFP, CIMA or CAIA tracks, or equivalent knowledge
You are a skilled communicator with strong presentation skills
Excellent at organization, prioritization and time management
Adept at developing strong interpersonal relationships within the team and across the organization
Creative and willing to think outside the box
Team player
About Us UBS is an Equal Opportunity Employer. We respect and empower each individual and support diverse cultures, perspectives, skills and experiences within our workforce.
Disclaimer We are open to applications from career returners. More information at ubs.com/careercomeback.
Seniorities, job function, and industries: Full-time, Research and Finance, Banking, Financial Services, and Investment Banking.
#J-18808-Ljbffr
Do you have the right skills and experience for this role Read on to find out, and make your application. Portfolio Specialist role at UBS. You will work with financial advisors and senior leadership to help clients understand and meet their financial objectives, with a focus on asset allocation and portfolio construction.
Responsibilities
Support delivery of customized portfolio construction advice to financial advisors and their ultra-high net worth clients/prospects
Conduct in-depth portfolio analysis at the asset allocation and investment level
Produce bespoke presentations outlining research, capabilities and views on asset allocation, portfolio construction and product fulfillment
Develop fluency in all aspects of portfolio construction and use asset classes to implement strategic and tactical allocations
Build key partnerships across the firm to understand platforms and product offerings (traditional and non-traditional)
Contribute to original investment content for internal and external distribution
Collaborate with partner groups such as estate planning, philanthropy, banking, etc.
Salary and Location Based in Chicago. Salary information and benefits vary by location and experience. This role may be eligible for discretionary incentives. For benefits details, please visit UBS benefits information.
Your Team You will be a Portfolio Specialist in the Portfolio Advisory Group (PAG). The team provides investment advice on asset allocation, portfolio construction and product/platform fulfillment, and works with financial advisors and ultra-high net worth clients and prospects.
Your Expertise
Experience in wealth management, private banks or asset management
Strong knowledge of global financial markets
Working knowledge of multi-asset class portfolio construction
Ability to articulate research and implement it in a portfolio context
Desire to develop client-facing skills
Series 7 and 66 licenses required; bachelor’s degree required
Ideally 3+ years of experience in financial services
Interest in pursuing CFA, CFP, CIMA or CAIA tracks, or equivalent knowledge
You are a skilled communicator with strong presentation skills
Excellent at organization, prioritization and time management
Adept at developing strong interpersonal relationships within the team and across the organization
Creative and willing to think outside the box
Team player
About Us UBS is an Equal Opportunity Employer. We respect and empower each individual and support diverse cultures, perspectives, skills and experiences within our workforce.
Disclaimer We are open to applications from career returners. More information at ubs.com/careercomeback.
Seniorities, job function, and industries: Full-time, Research and Finance, Banking, Financial Services, and Investment Banking.
#J-18808-Ljbffr