Opportunity Description
Your Role
Do you have the ability to provide holistic investment advice in a portfolio context? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have a proven track record advising clients in advisory portfolios across bespoke instruments?
We are looking for Investment Consultants (IC) to
- partner with Client Advisers (CA) to provide holistic advice to clients
- drive portfolio allocation and manage account reviews to align clients with CIO views while keeping in view the client’s risk profile and investment preference
- collaborate with the Chief Investment Office (CIO) and other investment product teams to deliver the entire product suite and trading capability of UBS to clients
- assist Senior Investment Consultants in portfolio review / proposal decks, provide daily market updates to CAs and IC
- attend and...