UBS Financial Services Client Investment Specialist in Opfikon, Switzerland

Your role:

Are you passionate about financial markets? Do you enjoy working within a closely knit team?

You could be who we are looking for to:

  • prepare individual portfolio reviews for large and sophisticated investment mandate clients

  • create customized investment proposals for prospects, considering individual client preferences, UBS house view and country specific requirements

  • advise the mandate sales force and client advisors in all aspects relating to investment reporting

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.

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 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 a dynamic and professional team in Opfikon. Within the IPS Distribution Management Client Investment Specialist unit, the Customized Reporting & Proposals team actively supports the mandate sales force and client advisors in acquisition and retention of UBS Investment Mandates (UHNW segment). We take care of all customized requirements in the discretionary business and are the competence center for sophisticated investment reporting and proposals.

Your expertise:

You have:

  • a Bachelor or Master degree in a relevant discipline

  • genuine interest in financial products and initial experience in capital markets

  • a flair for numbers

  • strong communication skills in German and English with additional fluency in Italian or French an advantage

You are:

  • a precise and team oriented worker, even under pressure

  • very well organized

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:

Job Reference #: 183279BR

Business Divisions: Global Wealth Management

Title: Client Investment Specialist

City: Opfikon

Job Type: Full Time

Country / State: Switzerland - Zürich

Function Category: Portfolio and fund management