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Job Description
- Req#: 281828BR
• an effective organizer and manager of time, able to work with a large volume of accounts and time dependent tasks
• a problem solver, able to logically work through problems and propose solutions as well as challenge and enhance current processes
• a team player, able to work effectively as part of a diverse team across multiple locations
• a great communicator, able to present effectively to clients both verbally and in writing to a wide range of clients
• a critical thinker, self-starter, with a keen interest to solve problems with solutions
• detail orientated, able to spot potential issues and ask questions to avoid errors
• client focused, being able to explain complex topics to financial advisors and clients with varying degrees of knowledge
• ideally 6-10 years of related experience in investment management and implementation of high net worth portfolios
• a degree ideally in business/finance or related subjects
• a post graduate qualification such as CFA or MBA a plus
• strong analytical skills, knowledge of optimization and factor based risk models such as BARRA
• experience of analytical tools such as Bloomberg, Barra and Factset
• a Good knowledge of wealth management for high net worth private clients and the Separately Managed Account industry and tax impact on investments
• strong IT skills, programming/coding a plus
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*UBS-MOGULAbout the company
UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.
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