UBS-International – Senior Portfolio Advisory Group Strategist

UBS-International – Senior Portfolio Advisory Group Strategist

Requirements

• extensive experience working in wealth management, private banks or asset management firms, focusing on international and cross-border business
• strong knowledge of global financial markets and willingness to express your views
• deep knowledge of multi-asset class portfolio construction
• ability to articulate research and implement in a portfolio context
• experience working with and presenting to international high net worth and UHNW clients
• familiarity with UHNW non-investment solutions including wealth planning, philanthropy and banking
• deep knowledge of both traditional and non-traditional investments, including, but not limited to, Hedge Funds, Private Equity, Private Real Estate, Structured Solutions, Separately Managed Accounts, Mutual Funds, and Exchange Traded Funds
• extensive experience with manager search and selection
• series 7 and 66 licenses, bachelor’s degree required

Responsibilities

• deliver customized asset allocation and portfolio construction advice to our international financial advisors and their ultra-high net worth (“UHNW”) clients
• synthesize the firm’s intellectual capital for financial advisors and their UHNW clients
• meet directly with UHNW clients to help drive net asset growth for the firm
• form key strategic partnerships across the firm, including those with field leaders and peers
• contribute to the production of original investment content for internal and external distribution
• collaborate with key partners such as Unified Global Markets, Unified Global Banking, Wealth Planning, Family Advisory & Philanthropy, and Family Office Solutions to effectively deliver all our capabilities to our UHNW clients

Preferred Qualifications

• CFA, CPA, or CAIA or equivalent knowledge strongly preferred
• foreign language skills, fluent in Spanish and/or Portuguese strongly preferred