UBS Financial Services Investment Advisor in Monterrey, Mexico
Do you want to maximize the benefits of a global franchise for the good of your clients? Do you have a proven track record in providing personalized investment advice?
We’re looking for an active advisor to:
•\tmanage a portfolio of HNW/UHNW clients domiciled in Monterrey
•\tprovide proactive strategic and tactical investment advice across all asset classes
•\tcreate and implement investment proposals according to the client’s risk profile, objectives and our CIO views
•\tensure smooth execution of day-to-day trading activities and client queries
•\tperform regular portfolio reviews and portfolio health checks
•\tcomply 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.
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’ll be working in the Active Advisory team in Monterrey 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.
•\texperience in wealth management and/or within a private bank for ideally 5 years
•\tproven track record of delivering investment advice to a portfolio of HNW and UHNW clients
•\tknowledge of local regulatory requirements, with high ethical and professional standards
•\tfollow market developments and understand both current and anticipated trends
•\tBachelor’s degree or equivalent in finance or a related field
•\tfluent in English and Spanish to support local client base
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 #: 181708BR
Business Divisions: Global Wealth Management
Title: Investment Advisor
Job Type: Full Time
Country / State: Mexico
Function Category: Client advisory / Relationship management