Investment Advisor job at UBS Financial Services, Inc in New York, NY

UBS can suggest we an sourroundings geared towards performance, tasteful career opportunities, as well as an open corporate enlightenment which values as well as rewards the grant of each individual.

UBS AG NY Active Advisory Group: A non-discretionary customer advisory operate seeks the Global Investment Advisor to advise, deliberate as well as without delay operate in isolation promissory note clients. This particular contingency have knowledge as well as genius to suggest opposite the investment spectrum. As the part of of the Active Advisory group the confidant will operate the customer focused proceed to multi item category investing including, equities, bound income, ForEx, derivatives, Alternative Investments together with structured products.

Take the lead purpose in the day to day investments solutions supposing to the in isolation banks many perceptive clients; Pro-actively hit clients with suggestive portfolio updates as well as provides investment recommendations inside of the portfolio context as well as the trained / risk-controlled framework

• Provide investment imagination as well as await to the AA team
• Advise clients upon altogether investment solutions: vital as well as tactical
• Ability to broach clear, suggestive as well as well-structured report as well as formidable messages convincingly
• Support bank customer advisors to enlarge altogether AUM
• 5yrs+ Financial services or identical customer confronting knowledge required.
• Spanish as well as English denunciation skills required.
• Portuguese the plus.
• Microsoft Office, Excel skills, as well as Advanced Bloomberg analytics.
• Excellent communication, display as well as traffic skills
• Advanced grade MBA, as well as or CAIA, CFA acceptance preferred, though not required; Series 7 & 63 preferred, though not compulsory upon initial day of hire

To request Investment Advisor: http://tinyurl.com/6h5laej