Do you excel in helping clients understand and attain their financial objectives? Are you comfortable leading field and client facing situations? Do you have an expertise in asset allocation and portfolio construction? We’re looking for a candidate that can:
• Deliver customized asset allocation and portfolio construction advice to our international financial advisors and their ultra-high net worth ("UHNW") clients
• Conduct in-depth portfolio analysis at the asset allocation and investment level
• Produce bespoke presentations that outline our research, capabilities and views on asset allocation, portfolio construction and product fulfillment
• Meet directly with UHNW clients to help drive net asset growth for the firm
• Develop fluency in all aspects of portfolio construction and effectively use all asset classes necessary to implement both strategic and tactical asset allocations
• Collaborate with strategic partners across and beyond the firm to cultivate extensive knowledge of investment platforms and solutions (traditional and non-traditional)
• Contribute to the production of original investment content for internal and external distribution

Detailed salary information:
• Miami, Coral Gables: the salary range for this role is $200000 to $250000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

325255BR

City

Coral Gables, Miami

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

You will be a Portfolio Strategist in the Portfolio Advisory Group International ("PAG-I"), focusing on LatAm. We provide investment advice to Financial Advisors in UBS’ International division and Ultra High Net Worth clients and prospects, delivering the firm's intellectual capital and capabilities on asset allocation, portfolio construction and product/platform fulfillment. This role is located in the Florida market and you will work closely with the PAG-I team members on the east coast and those in major offices around the US.

Your expertise

You have:
• Experience working in wealth management, private banking or asset management, focusing on international and cross-border business
• Strong knowledge of global financial markets and willingness to express your views
• Working knowledge of multi-asset class portfolio construction
• Ability to articulate research and implement in a portfolio context
• Desire to be client-facing, experience working with clients preferred
• Series 7 and 66 licenses strongly preferred, bachelor’s degree
• Interest in acquiring CFA, CPA, or CAIA or equivalent knowledge
• Ideally 5+ years of experience in financial services industry
• Foreign language skills, fluent in Spanish strongly preferred

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.

Salary information

US Only: The expected salary range for this role is $200000 to $250000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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.