Investment Advisor — UBS

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Your role : Do you have the perfect pitch? Do you follow the markets, even in your spare time? We’re looking for an investment advisor to:

• Work closely with the Premium Advisory Specialist team in Taiwan & APAC
• Act as the dedicated portfolio specialist for clients with UBS Advice Premium Mandates, providing comprehensive investment advice across various asset classes, guided by Chief Investment Office's Strategic Asset Allocation and Tactical Asset Allocation
• Deliver customized investment proposals directly to clients to match their investment objectives, risk appetite and preferences
• Perform trade executions and regular systematic portfolio reviews to keep clients' investments on track and identify potential risks
• Provide advice based on UBS investment views (through Chief Investment Office) that aims to maximize the client's portfolio performance while being consistent with the client's objectives
• Monitor client portfolios on a regular basis in close co-operation with the client (with regular reviews of client risk profile and investment objectives)
• Pro-actively contact clients with meaningful portfolio updates and provides investment recommendations within a portfolio context and a disciplined / risk-controlled framework
• Responsible for timely and adequate execution, confirmation and supervision of orders given by the client
• Follow developments in the financial markets to maintain an understanding of both current and anticipated trends across relevant markets and asset classes