Talent.com
Portfolio Advisory Group International Strategist
Portfolio Advisory Group International StrategistUBS • San Francisco, CA, United States
Portfolio Advisory Group International Strategist

Portfolio Advisory Group International Strategist

UBS • San Francisco, CA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.part_time
job_description.job_card.job_description

Your role

In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new "Ultra High Net Worth (UHNW) Plus" client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs - we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.

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
  • 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

Detailed salary information :

  • San Francisco : the salary range for this role is $140000 to $180000
  • 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.

    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.

    Your team

    You will be a Portfolio Strategist in the Portfolio Advisory Group International, focusing on APAC markets. We provide investment advice by delivering the firm's intellectual capital and capabilities regarding asset allocation, portfolio construction and product / platform fulfillment. We work extensively with financial advisors in UBS' international division and their ultra-high net worth clients and prospects.

    Your expertise

    You have :

  • fluency in Mandarin Chinese
  • 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
  • CFA, CPA, or CAIA or equivalent knowledge strongly preferred
  • You are :

  • a skilled communicator, with great presentation skills
  • excellent at organization, prioritization and time management
  • adept at initiating, nurturing and developing strong interpersonal relationships
  • an innovative and creative thinker
  • a team player
  • LI-UBS
  • 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.

    Your Career Comeback

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

    Salary information

    US Only : The expected salary range for this role is $140000 to $180000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

    serp_jobs.job_alerts.create_a_job

    Portfolio Strategist • San Francisco, CA, United States

    Job_description.internal_linking.related_jobs
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - Headquarters • Richmond, CA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Consultant Partner - Menlo Park, CA

    Financial Consultant Partner - Menlo Park, CA

    Charles Schwab • MENLO PARK, CA, United States
    serp_jobs.job_card.full_time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Strategic Partnerships

    Strategic Partnerships

    OpenAI • San Francisco, California, USA
    serp_jobs.job_card.full_time
    We are a small and fast-moving partnerships team that shapes and executes all aspects of collaboration with our most important enterprise partners. Your mission in this role is to lead and scale fla...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Global Strategic Alliances, Accenture AMER Lead

    Global Strategic Alliances, Accenture AMER Lead

    Stripe • San Francisco, California, USA
    serp_jobs.job_card.full_time
    Global Strategic Alliances AMER Lead.Stripe is a financial infrastructure platform for businesses.Millions of companiesfrom the worlds largest enterprises to the most ambitious startupsuse Stripe t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director of Corp Development and Investor Relations, Finance

    Director of Corp Development and Investor Relations, Finance

    Scale AI, Inc. • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    The Corporate Development and IR team is responsible for evaluating M&A and investment opportunities, driving new capital investments and managing the company's investor base.You will also work ver...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Manager, Strategic Partnerships

    Manager, Strategic Partnerships

    Visa • San Francisco, CA, United States
    serp_jobs.job_card.permanent
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Retail Relationship Banker

    Retail Relationship Banker

    BMO Financial • Menlo Park, California, United States
    serp_jobs.job_card.part_time
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Global Strategic Partnerships Manager

    Global Strategic Partnerships Manager

    Abbott • Alameda, California, USA
    serp_jobs.job_card.full_time
    Abbott is a global healthcare leader that helps people live more fully at all stages of life.Our portfolio of life-changing technologies spans the spectrum of healthcare with leading businesses and...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Finance & Strategy, Global Revenue Reporting

    Finance & Strategy, Global Revenue Reporting

    Anthropic • San Francisco, California, USA
    serp_jobs.job_card.full_time
    Anthropics mission is to create reliable interpretable and steerable AI systems.We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Services Advisor

    Financial Services Advisor

    Monterra Credit Union • Redwood City, CA, US
    serp_jobs.job_card.full_time
    Do you possess a broad knowledge of financial products and services? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Bilingual Traditional Chinese Finance Expert - AI Trainer ($55-$70 per hour)

    Remote Bilingual Traditional Chinese Finance Expert - AI Trainer ($55-$70 per hour)

    Mercor • Redwood City, California, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Mercor is seeking • •native Mandarin speakers • • who can read / write • •Traditional Chinese • • and are also • •finance professionals • • based in Taiwan. This role combines your • •financial analysis and inv...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Investment Analyst - Real Assets

    Senior Investment Analyst - Real Assets

    University of California Office of the President • Oakland, CA, United States
    serp_jobs.job_card.full_time +1
    Senior Investment Analyst, Real Assets.The University of California, widely considered to be the world's premier public research university, is dedicated to excellence in teaching, research, and pu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Berkeley, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Advisory Board

    Advisory Board

    Confidential • San Francisco, CA, US
    serp_jobs.job_card.full_time
    Global organization increasing the accessibility & funding of local schools.Non-Profit Organization Management.WHY JOIN THE ADVISORY BOARD? We are seeking leaders and change makers who are insp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Global Treasury & Payments Advisor I

    Global Treasury & Payments Advisor I

    First Citizens Bank • San Francisco, CA, US
    serp_jobs.job_card.full_time
    This is a remote role that may only be hired in CA.We are seeking a dynamic and highly motivated Sales Professional to join our team as a Treasury Management Sales Associate.The ideal candidate wil...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate - PhD

    Associate - PhD

    Cornerstone Research • Menlo Park, CA, United States
    serp_jobs.job_card.full_time
    US-CA-San Francisco and Silicon Valley | US-MA-Boston | BE-Brussels | US-IL-Chicago | UK-London | US-CA-Los Angeles | US-NY-New York | US-DC-Washington. Cornerstone Research provides economic and fi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Special Agent, $40,000 Recruitment Incentive

    Special Agent, $40,000 Recruitment Incentive

    The United States Secret Service • Sausalito, CA, United States
    serp_jobs.job_card.full_time
    Recruitment Incentive : Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive detail...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Real Estate Sales Professional

    Real Estate Sales Professional

    The Davis Team Careers • Hercules, California, US
    serp_jobs.job_card.full_time
    Are you a self-starter who wants to make more money and level up your real estate career?.Do you like helping clients make big moves and want a team that actually gives you the roadmap?.If you said...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted