Advisory Specialist Wealth Management

Your role

Do you have (the) perfect pitch? Do you follow the markets, even in your spare time?

We're looking for an advisory specialist to:

• support client advisors & RMs in providing best in class multi-asset investment advice to clients in line with the UBS House view
• help in pitches to clients or prospects, or organize the relevant product specialists to perform the pitch
• implement the client's investment strategy based on investor profile, portfolio structuring & optimization
• constantly bring expertise and content to clients through regular market updates & strategic portfolio reviews along with the relationship manager and client advisor
• provide bespoke investment ideas and solutions to clients and ensure implementation with the client advisor
• comply with all suitability rules and regulatory guidelines, and share best practices with other advisory specialists

Your team

You'll be working as part of Wealth Management Middle East based in the DIFC. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise

• ideally 15+ years of experience working in wealth management, private banking or asset management
• solid knowledge of financial markets (you eat and breathe them)
• excellent communicator, with strong presentation skills
• skilled at initiating, nurturing and developing strong interpersonal relationships
• fluent in English

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.