Advisory Specialist Wealth Management PFA Europaallee 80% - 100% — UBS

Full description

Are you flourishing when discussing capital markets, portfolio strategies and complex investment solutions at eye level with discerning clients? Do you enjoy supporting client advisors as investment savings partners and implementing the UBS House View consistently in customer portfolios? Then we look forward to meeting you. For our PFA Advisory team, we are looking for an experienced personality as a Senior Advisory Specialist.

Their tasks

• Implementation of high-quality, portfolio-based investment concepts in close cooperation with client advisors
• Independent support and support of customers in demanding investment topics (e.g. structured products, alternative systems, tactical allocation decisions)
• Structuring, reviewing and optimizing portfolios along the UBS House View taking into account risk profile and sustainability
• Proactive identification of investment opportunities and targeted activation of existing customer relationships
• Close networking with internal product specialists and investment experts to effectively bring UBS expertise to customers
• Ensuring professional, timely and compliant execution of client orders in close cooperation with the relevant execution units
• Ensuring compliance with regulatory requirements, internal policies and standards, as well as actively exemplifying a strong risk and compliance culture