Advisory Specialist Central & South America — UBS

Full description

Your role

Do you have a passion for financial markets? Do you have a track record of building strong client relationships? Do you thrive in a team environment? We are looking for an Advisory Specialist dedicated to HNW/UHNW clients and working closely with CAs/RMs across the desks.

• manage a portfolio of HNW/UHNW clients domiciled in Latin America, with focus in Central & South America
• provide proactive strategic and tactical investment advice across all asset classes
• create and implement investment proposals according to the client’s risk profile, objectives and our CIO views
• ensure smooth execution of day-to-day trading activities and client queries
• perform regular portfolio reviews and portfolio health checks
• comply with all regulatory, policy and quality standards, contributing to an effective risk culture