Private Markets Advisor (Global Family Office)

UBS

View: 206

Update day: 20-03-2024

Location: Zürich Zürich ZH

Category: Finance / Bank / Stock Sales

Industry: Finance

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Job content

Switzerland - Zürich
Client advisory / Relationship management, Sales
Global Wealth Management

Job Reference #

235534BR

City

Zürich

Job Type

Full Time

Your role

Are you able to convey your investment knowledge and passion for private markets solutions? Are you ready to advise our largest and most sophisticated clients on building diversified private markets portfolios? Last but most certainly not least, do you have the required entrepreneurial spirit to build the business? You could be who we are looking for to:

  • grow our private market business into one of the leading PM advisors in the world on the basis of our leading Global Private Wealth management business; strong relationships with most successful private markets managers – single manager feeders, multi-manager solutions and co-investments
  • advise our largest Global Family Office clients on building private market portfolios
  • lead client meetings articulating the merits of investing in the asset class, and present specific solutions appropriate for a client within her/his wider portfolio context
  • take responsibility for providing our clients with excellent service, pre- and post investment, along the lifetime of their private markets portfolio
  • stay on top of market developments and products and support the education and development of UBS teams in your coverage area on the private markets asset class
  • collaborate with clients, relationship managers, traders and investment colleagues across UBS Wealth Management, Investment Bank and Asset Management

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You will be joining a dynamic, global team driving a high-growth business with strategic importance to UBS Wealth Management (WM), the world’s largest wealth manager. Our team comprises highly skilled private markets professionals, who are changing the way private wealth clients invest in this asset class. We follow a unique strategy that applies an institutional investment approach to a private wealth environment, setting us way apart from our peers to become best-in-class in the industry. You will be a key member of our Private Markets team based in Switzerland.


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 expertise

  • excellent knowledge of Private Market instruments – Private Equity, Private Credit and co-investments
  • proven track record as a trusted sales advisor in Private Markets
  • familiarity with the specific needs of Family Offices and UHNW clients
  • confident presentation skills, strong interpersonal skills and ability to build rapport with clients
  • ability to connect well with people from a wide range of backgrounds and with varying levels of skills and expertise
  • fluency in English

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That’s what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We’re a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Contact Details

UBS HR Recruiting Switzerland

Disclaimer / Policy Statements

UBS 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.
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Deadline: 04-05-2024

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