UBS
Ultra Solutions Group - Senior Client Portfolio Manager
This job is now closed
Job Description
- Req#: 290887BR
• University degree in Finance or equivalent
• CFA charter or CIIA
• minimum 10 years+ experience in Finance / Portfolio Management (preferably with multi asset class portfolios)
• deep understanding of financial markets, asset classes and investment products
• very strong client orientation and excellent communication skills
• ability to cope with pressure and a high level of proactivity, responsibility and attention to detail
• fluent in French and English (additional languages are an advantage)
• proficient user of Microsoft Excel, PowerPoint, Bloomberg (programming skills are a plus)
Your sound knowledge of investment products and the financial markets gives you the competency to understand and evaluate complex client requirements and as an asset navigator to prepare tailor-made investment proposals. You are highly client focused, interested in client facing activities and have proven communication skills to foster our important and long-lasting client relationships. This function is key for the acquisition and retention of assets for our institution.About 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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