Investment Advisor

2 weeks ago

London, United Kingdom UBS Full time

United Kingdom
- Client advisory / Relationship management
- Global Wealth Management

**Job Reference #**
- 259302BR

**City**
- London

**Job Type**
- Full Time

**Your role**
- Do you want to maximize the benefits of a global franchise for the good of your clients? Do you have a proven track record in providing personalized investment advice?
- We’re looking for an Investment Advisor to:
- manage a portfolio of UHNW clients based in the UK
- 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
- ability to build fund based and/ or single stock based investment portfolios
- 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

**Your Career Comeback**

**Your team**
- You’ll be working in the International team in London focusing on UHNW clients. As an Investment Advisor, you’ll provide cross-asset investment advice in a portfolio context, perform trade executions and continuously monitor clients' portfolio performance.
- 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.

**Your expertise**
- experience on ‘buy side’, wealth management and/or within a private bank for ideally 5 years
- demonstrable experience building investment portfolios from single line stocks, as well funds and ETFs
- proven track record of delivering investment advice to a portfolio of UHNW clients
- knowledge of local regulatory requirements, with high ethical and professional standards
- follow market developments and understand both current and anticipated trends
- fluent in English to support local client base

**About us**
- UBS is the world’s largest and 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.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

**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.

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