Investment Advisor, WM APAC, Global Access Desk - Military Veterans
at UBS Financial Services, Inc.
• demonstrable growth track record evidenced by strong financial results
• customized portfolio construction advice to ultra-high net worth clients/prospects
• production of bespoke presentations that outline our research, capabilities and views on asset allocation, portfolio construction and product fulfillment
• develop fluency in all aspects of portfolio construction and effectively use all asset classes necessary to implement both strategic and tactical asset allocations
• develop key partnerships throughout the firm to cultivate extensive knowledge of platforms and product offerings (traditional and non-traditional)
• contribute to the production of original investment content for internal and external distributionExperience in cross asset best execution
• portfolio reviews and portfolio health checks
• advanced spoken and written communication skills
• sound understanding of the bank’s investment solutions and ability to drive sales and partner with specialists when required
• a valid and active Series 7, 66, 3 is required or must be obtained within 90 days of starting role.
Detailed salary information:
• New York: the salary range for this role is $135000 to $175000
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.
New York, NY
At UBS Financial Services, we appreciate our veterans and are committed to providing opportunities in Financial Services. That‘s why we‘re interested in meeting talented individuals like you for our customized post-military programs!
Veterans Associate Program (VAP):
- 22-Week Internship in-person NYC/NJ (Application window is now closed)
- Provide tailored training, development, networking and mentoring opportunities for degreed transitioning veterans
- Divisionally aligned rotations across Global Wealth Management, the Investment Bank and Asset Management
- Key hiring areas: Global Wealth Management, Investment Banking, Asset Management
Enlisted Veterans Apprenticeship Program (EVAP):
- Provide tailored training and development for transitioning veterans pursuing their degree
- Full time apprenticeship across Wealth Advice Center and Group Functions
- Key hiring areas: Wealth Advice Center, Risk, Compliance, Wealth Management Operations, Investment Bank Operations and Corporate Functions opportunities.
Military Spouse Program
- Provide hybrid and remote full-time opportunities to the spouses of active-duty service members
- Tailored training and development for military spouses
- Opportunities across all business divisions
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Apply today!