UBS FINANCIAL SERVICES, INC. is seeking a Senior Vice President, Financial Advisor in Coral Gables, Florida.

Are you an innovative thinker? Are you focused on the details, even when under pressure?

We’re looking for a Senior Vice President, Financial Advisor to:

• Provide comprehensive wealth management advice for ultra-high net worth international clients in Latin America. Study and evaluate global financial and economic factors and financial accounting reports to measure and track business and financial performance.
• Create and maintain trusting, long-term relationships with existing LATAM offshore clientele. Identify prospects within the relevant LATAM offshore markets and use in depth local knowledge for systematic acquisition of new clients.
• Work with sophisticated offshore investors to develop comprehensive investment strategies and programs focusing on specific financial, business, and product factors. Evaluate internal and external business and related financial data on current and prospective international clients.
• Research for and analyze investment opportunities for offshore clientele with understanding of the special needs, products, and legal structures of each client.
• Prepare and present verbal and written communications, reports, and presentations to international clients.

Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 001313. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNP.

*LI-DNI

Job Reference #

321147BR

City

Coral Gables

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

You’ll be working in the Global Wealth Management team in Coral Gables, Florida.

Your expertise

Education & Experience Requirement

• This position requires seven (7) years of experience in the job offered or seven (7) years of experience as a Country Head and Market Coordinator, Senior Relationship Manager, Client Advisor, Sales Executive, Operations Manager, or a related occupation.

Position requires knowledge of:

• portfolio management; risk management; strategic asset allocation;
• financial analysis; alternative investments such as cash, fixed income, equities, and foreign currencies and commodities; fixed income instruments;
• formulating hedge fund and option strategies;
• providing wealth management advisory services to ultra-high net worth clients in Latin America;
• working with offshore investors to develop comprehensive investment strategies and programs; and preparing and presenting verbal and written communications, reports, and presentations to international clients.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.