Advisory Specialist Brazil

Overview

Do you have a passion for financial markets? Do you have a track record of building strong client relationships? Do you thrive in a team environment? We are looking for an Advisory Specialist dedicated to Brazil HNW/UHNW clients and working closely with CAs/RMs across the desks to:

• manage a portfolio of HNW/UHNW clients domiciled in Brazil
• provide proactive strategic and tactical investment advice across all asset classes.
• create and implement investment proposals according to the client’s risk profile, objectives and our CIO views
• ensure smooth execution of day-to-day trading activities and client queries
• perform regular portfolio reviews and portfolio health checks
• comply with all regulatory, policy and quality standards, contributing to an effective risk culture

Full Time

331418

Zürich

You’ll be working in the Advisory Specialist team in Zurich or Geneva focusing on HNW and UHNW clients. As an Advisory Specialist, you’ll provide cross-asset investment advice in a portfolio context, perform trade executions and continuously monitor clients' portfolio performance.

• experience in wealth management and/or within a private bank for ideally 10 years
• proven track record of delivering investment advice to a portfolio of HNW/UHNW clients
• knowledge of local regulatory requirements, with high ethical and professional standards
• follow market developments and understand both current and anticipated trends
• bachelor’s/master’s degree or equivalent in finance or a related field, Ideally complemented by CFA.
• fluent in Portuguese and English to support local client base

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

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.