Investment Advisor (Spanish, Portuguese and English speaking)
UBS – Opfikon, ZH
To strengthen our team Active Advisory Latam & Iberia in Zurich, we are looking for an
Investment Advisor (Spanish, Portuguese and English speaking)
As an Investment Advisor you will be responsible for providing multi asset class investment advice directly to a sophisticated, well diversified UHNW and HNW private client base.
Your main responsibilities will include:
Following developments in the financial markets to maintain an understanding of both current and anticipated trends
Providing proactive investment advice to clients and client advisors, based on the UBS house view, and supporting them in the implementation of appropriate investment products and strategies that maximise the performance of their portfolios, which are consistent with the client’s investment objectives and profile
The ongoing monitoring of client portfolios
The execution, confirmation and reporting of client trades
Maintaining up-to-date client records and supporting documentation to ensure the adherence to agreed investment mandate objectives, compliance requirements and trading procedures
Requirements
As a successful applicant you meet the following requirements:
Banking or investment education with a CFA, CFPI or equivalent
5-10 years experience in Portfolio Management, Investment Advisory or as a Client Advisor
Excellent knowledge of Spanish, Portuguese and English required
Strong client relationship skills and an ability to understand client investment needs and objectives
Self-directed, proactive and reliable
Self-motivated individual with excellent communication skills
Strong analytical, organisational and technical skills
Our Offering
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
Fonte: UBS
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"Crónicas 
"Estórias d'outro milénio" 
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