Client Investment Specialist
Vor 5 Tagen
Germany
- Business development, Sales
- Global Wealth Management
**Job Reference #**
- 289150BR
**City**
- Frankfurt am Main
**Job Type**
- Full Time
**Your role**
- Do you have a proven track record advising clients in discretionary and advisory solutions? Do you have expertise across a range of asset classes and markets? We're looking for someone like you to:
- act as investment specialist for client advisors covering the entire range of investment offerings with particular focus on our discretionary mandate shelf
- participate in client meetings regarding acquisition, review and retention of Wealth Management clients for 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 outstanding client experience
- gather client advisor and client insights to guide product development in exploiting new opportunities
**Your Career Comeback**
**Your team**
- You’ll be based in Frankfurt working in the A&S Client Investment Specialists team advising German Wealth Management clients.
- We are a dynamic, open minded team that strives to provide best in class solutions for our clients. We work closely with client advisors, taking responsibility for sales and after-sales of discretionary mandates, while keeping always a close eye on share of wallet opportunities for other product categories.
**Your expertise**
- 5+ years of experience in sales, portfolio management or portfolio construction
- Analytical skills applied to multi-asset portfolios required
- Ability to translate complex financial information into client friendly language
- Client facing experience and proven presentation skills a strong advantage
- Advanced degree in area of finance (AZEK; CAIA; CFA etc.) a plus
You are
- A proactive team player with a successful track record in a demanding and dynamic environment
- Motivated and reliable with excellent communication skills
- Sales and service oriented
- Fluent in German and English
**About us**
- UBS 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.
**Join us**
- At 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?
**Contact Details**
- UBS Business Solutions SA
- UBS Recruiting
**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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