Client Investment Specialist Wealth Management, Zentralschweiz,80-100%

☞ UBS

View: 143

Update day: 25-04-2024

Location: Lucerne Luzern LU

Category: Other

Industry: Banking Financial Services Investment Banking

Job type: Full-time

Loading ...

Job content

Job Reference #260951BRJob TypeFull Time, Part TimeYour roleDo you have enjoy advising clients in discretionary and advisory solutions? Do you have know how across a range of asset classes and markets? We’re looking for someone like that to:



  • act as investment specialist for client advisors covering the entire range of investment offerings
  • take responsibility for sales of discretionary and advisory mandates as well as Alternative Investments together with client advisors
  • participate in client meetings regarding acquisition, review and retention of above mentioned solutions
  • collaborate closely with the Chief Investment Office (CIO), other investment- and wealth planning specialists to deliver holistic investment concepts and a truly (digital) client experience
  • gather client advisor and client insights to guide product development in exploiting new opportunities
Your teamYou’ll be working in the A&S Client Investment Specialists team for WMCH in Zug/Luzern. We are a dynamic, open minded and energetic team that enjoys working to provide best in class solutions for our clients. We work closely with client advisors, taking responsibility for sales and after-sales of discretionary and advisory mandates as well as Alternative Investments.Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.Your expertiseYou have:



  • extensive experience in sales and marketing of financial products
  • in-depth analytical skills that you’ve applied to multi asset class portfolios
  • proven presentation skills in front of client advisors and clients (you’re persuasive)
  • an advanced degree in the area of finance. CFA, CAIA, AZEK a definite plus
You are:



  • a proactive team player with a successful track record in a demanding and dynamic environment
  • self-motivated and reliable with excellent communication skills
  • sales and service oriented
  • disciplined in respecting deadlines and handling of ad-hoc tasks
  • open to apply digital means when engaging with clients and client advisors
  • business fluent in German and English, French a plus
About UsUBS is the world’s largest and 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.With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?Join usAt UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?Disclaimer / Policy StatementsUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.Your Career ComebackWe are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Loading ...
Loading ...

Deadline: 09-06-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...