Your team
Our business area Chief Investment Office (CIO) Global Investment Management (IM) provides our Client Advisors with high quality and tailor-made solutions. CIO Global IM is responsible for investing assets and managing sophisticated portfolios for private clients. Our team is responsible for the efficient and proper account management of UBS investment strategies and policies that maximize portfolio performance consistent with clients objectives.
The Portfolio Manager (PM) follows developments in the financial markets within their area of responsibility to maintain an understanding of trends and how they might affect UBS Global Wealth Management Investment Policies. Once the private client has agreed on their investment profile, the PM implements the investments within the client portfolio, taking into consideration potential client instructions.
Your expertise
. a degree in banking / finance-related discipline
. at least 3 years of experience in a financial services firm
. good overview of financial instruments as a whole, portfolio construction processes, client reporting and after sales topics
. strong analytical, problem solving and synthesizing skills
. CFA / CAIA or equivalent is a plus
. MS Office and excel skills are a prerequisite, with coding experience a big plus
. self-motivated, responsible and meticulous with strong communication skills and love working in a high functioning team
. highly determined and shows effort & enthusiasm to deliver results, often originating action and keeping things moving
. well organized, with an innate sense of how to prioritize
. client service focused (internal & external)
. highly co-operative and collaborates with colleagues within and beyond own area to achieve common goals - contributes actively to help create effective partnerships, which meet organizational objectives.
. fluent in English and Mandarin, in both written and verbal communication to service the Greater China Client.
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
From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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.
