UBS Financial Services Client Advisor in Miami, Florida
UBS AG seeks Executive Directors, Client Advisors in Miami, FL to develop and maintain client relationships, deliver superior investment advice and solutions for clients' wealth, strategically manage a book of clients and prospects, generate sustainable revenues and growth opportunities for the bank, and act as a first line of defense in managing risk. Address the investment and wealth planning needs of High Net Worth (HNW) clients in Israel by providing suitable solutions aligned to the HNW segment offering with focus on consistently identifying and increasing share of wallet, generating referrals, growing clients into the Ultra High Net Worth (UHNW) segment, and proactively generating and developing prospects. Develop a mutual understanding with the client and establish trustworthy client partnerships. Maintain a complete, accurate, up-to-date investor profile and fully document the client relationship on an ongoing basis. Define a structured advisory process and the contractual arrangement most suitable for each client based on needs, objectives, and expectations. Present UBS expertise and content to clients via a regular flow of relevant market updates as well as strategic and tactical investment advice. Define a suitable client investment strategy, systematically monitor and optimize portfolio quality and performance, and propose and sell investment solutions aligned with client investment strategy and profile, CIO house view, and HNW market/segment offering. Integrate specialists, other team members, and Wealth Management aligned functions. Create and implement a strategic, quantitative client book development plan with measurable actions. Ensure clients are managed in a manner which complies with all relevant regulation, policies, and standards, contributing to an effective risk culture on the team. Qualified Applicants apply through SH-ProfRecruitingWMA@ubs.com. Please reference GC05042018EW. NO CALLS PLEASE. EOE/M/F/D/V
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.
You will work with the WM LatAm group located in Miami, FL.
Bachelor’s degree or foreign equivalent in Business Administration, Finance, Economics, Marketing, or a related field plus five (5) years of progressively responsible experience in the job offered or related position; providing wealth management advisory services to high net worth Hebrew-speaking clients in Israel; 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, and bonds (corporate and sovereign); selecting 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. In the alternative, employer will accept a Master’s degree and three (3) years of experience in the above-listed areas. Must be fluent in Hebrew. Must travel internationally to Israel as necessary to perform duties. *LI-DNI
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Job Reference #: 185377BR
Business Divisions: Global Wealth Management
Title: Client Advisor
Job Type: Full Time
Country / State: United States - Florida
Function Category: Client advisory / Relationship management