at UBS
Bulge Bracket Investment BanksPosted 3 months ago
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Advisory Specialist focused on high-net-worth and ultra-high-net-worth clients domiciled in Latin America, collaborating with CAs and relationship managers across desks. The role involves providing proactive strategic and tactical investment advice across all asset classes, and creating investment proposals aligned with each client’s risk profile, objectives and CIO views. You will ensure smooth execution of day-to-day trading activities and client queries, perform regular portfolio reviews and health checks, and maintain strict adherence to regulatory, policy and quality standards to support a strong risk culture. The position emphasizes client relationship management within a Latin American client base.
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Full Job Description
| Do you have a passion for financial markets? Do you have a track record of building strong client relationships? Do you thrive in a team environment? We are looking for an Advisory Specialist dedicated to HNW/UHNW clients and working closely with CAs/RMs across the desks. manage a portfolio of HNW/UHNW clients domiciled in Latin America, with focus in Central & South America provide proactive strategic and tactical investment advice across all asset classes create and implement investment proposals according to the clients risk profile, objectives and our CIO views ensure smooth execution of day-to-day trading activities and client queries perform regular portfolio reviews and portfolio health checks comply with all regulatory, policy and quality standards, contributing to an effective risk culture | Show more Advisory Specialist Central & South America |
