Active Advisor

Hong Kong
Permanent
Full-time

1 month ago

Business DivisionsGlobal Wealth ManagementYour roleAre you a people person? Do you want to put your enthusiasm in investment to work? We are looking for someone who can help us to:

manage a portfolio of UHNW/GFO clients domiciled in Hong Kong, China, Taiwan and SEA
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

Function CategorySales, Sales and tradingJoin usAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can alwaysContact DetailsUBS Business Solutions SA
UBS RecruitingYour teamYou'll be working in the Active Advisory team in Hong Kong focusing on UHNW / GFO clients. As an active advisor, you'll provide cross-asset investment advice in a portfolio context, perform trade executions and continuously monitor clients' portfolio performance.Your expertise

experience in wealth management and/or IB research/sales & trading and/or asset management for at least 10 years
proven track record of delivering investment advice to private clients and/or institutional clients
strong background on equities
preferably experience in equity research and/or equity sales
knowledge of local regulatory requirements, with high ethical and professional standards
follow market developments and understand both current and anticipated trends
bachelor's degree or equivalent in finance or a related field, CFA is a plus
fluent in English, Mandarin or Cantonese to support local client base

About usUBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.We have a presence in all major financial centers in more than 50 countries.Your Career ComebackWe are open to applications from career returners. Find out more about our program on .

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