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Premium Advisory Specialist
senior · Investment Banking
Your role
Are you a people person? Do you know how to spread your enthusiasm about the markets to others? We are looking for someone to:• monitor the international financial markets and clients' portfolios
• perform regular reviews of the client risk profile and the client preferences
• provide proactive investment advice on multi-asset-class portfolios directly to sophisticated clients from the HNW and the UHNW segments in-line with the UBS House View
• contact clients with market updates and ensure a constant flow of opportunistic and tactical investment content and recommendations
• liaise extensively with Relationship Managers and other parties in connection with the bank's investment process
• monitor and handle trade order execution, confirmation and supervision
Join us
At 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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 always contact us.
Contact Details
Aline ErbDisclaimer / 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.Your team
You will be joining the Active Advisory team covering clients based out of Monaco. The team provides proactive investment advice in line with the UBS House view, helping clients navigate market opportunities and implementing appropriate investment solutions.In this role, you will work closely with Client Advisors and clients to identify investment opportunities, support the execution of investment ideas, and ensure portfolios remain aligned with clients' objectives and risk profiles.
Key responsibilities include monitoring client portfolios on an ongoing basis, implementing investment strategies, executing client transactions, and maintaining accurate client records and documentation. You will also ensure adherence to investment mandate objectives (SAA/TAA), regulatory requirements, and internal trading procedures.
The role offers a unique opportunity to work in a highly international environment, interact with sophisticated clients, and contribute directly to the growth of the Monaco franchise.
Your expertise
You have:• a finance-related University degree and/or CFA or equivalent
• 5- 10 years' experience in Investment Advisory or Portfolio/Asset Management across all asset classes with a focus on private clients / family offices
• strong client relationship skills and an ability to understand client investment needs and objectives
• excellent knowledge of English and Italian required, French is a plus
• deep knowledge and long-lasting experience in trading securities
You are:
• thorough and self-motivated with excellent communication skills
• self-directed, proactive and reliable
• strong analytically with top organizational and technical skills
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.