UBS Financial Services Team Active Advisory Italy - Sales Team Leader (w/m) in Milano, Italy

Your role:

Do you want to work in an active and engaging environment focusing on delivering advisory to retail and professional clients? Do you have deep understanding of financial markets? Do you have a proven track record in providing personalized investment advice?

We’re looking for an active advisor to:

  • constantly bring expertise and content to clients having signed an advisory mandate through regular market updates

  • provide proactive strategic and tactical investment advice across all asset classes

  • create and implement investment proposals according to the client’s risk profile, objectives and our CIO views

  • ensure smooth execution of day-to-day trading activities and client queries

  • perform regular portfolio reviews and portfolio health checks

  • comply with all regulatory, policy and quality standards, contributing to an effective risk culture

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.

Contact Details:

UBS SA HR Recruiting Switzerland

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:

You’ll be working in the Active Advisory team in Milano within Investments and Platforms Solutions focusing on HNW and UHNW clients. As an active advisor, you’ll provide cross-asset investment advice in a portfolio context, perform trade executions and continuously monitor clients' portfolio performance. You will interact with Client Advisors and Clients delivering the full capabilities of UBS in an advisory context. UBS House view and worldwide research capabilities will be at your disposal to deliver high and sophisticated advisory to both retail and professional clients

Your expertise:

  • proven track record of delivering investment advice to a portfolio of HNW/UHNW clients

  • at least 10 years experience in managing equity portfolios

  • knowledge of local regulatory requirements, with high ethical and professional standards

  • solid knowledge of financial markets (you eat and breathe them)

  • proficient computer skills

  • organized and focused on outcomes

  • Bachelor's degree or equivalent in finance and ideally the CFA charter

  • fluent in Italian and English

About us:

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?

Your colleagues:

Join us:

We're a truly global, collaborative and friendly group of people., Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Job Reference #: 186565BR

Business Divisions: Global Wealth Management

Title: Team Active Advisory Italy - Sales Team Leader (w/m)

City: Milano

Job Type: Full Time

Country / State: Italy

Function Category: Sales