Exec Directors, Client Advisors
UBS AG
Miami, FL
Full-time
Finance
Posted on December 9, 2018
Finance: UBS AG seeks Exec Directors, Client Advisors in Miami, FL to dvlp & maintain client relationships, deliver superior investmt advice & solutions for clients' wealth, strategically manage book of clients & prospects, generate sustainable revenues & growth opp'tys for bank, & act as 1st line of defense in managing risk. Req'mts: Bachelor's or equiv in Bus. Admin, Fin'c, Econ, Mrktg, or rel field + 5 yrs exp: providing wealth mgmt advisory services to high net worth Hebrew-speaking clients in Israel; managing & dvlpg client relationships & estab'g strategies for acquiring new priv clients, bus. dvlpmt & risk mgmt; working w/portfolio constructn & asset allocatn among all asset classes incl mutual funds (equity & fixed income), hedge funds, priv equity, real estate, structured notes, & bonds (corp & sovereign); selecting investmts such as cash, fixed income, equities, foreign currencies, commodities, & discretionary asset mgmt on behalf of clients; formulating hedge fund & option strategies; evaluat'g global fin'l & econ factors & fin'l acctg reports to measure & track bus.'s & fin'l performance; working w/offshore investors to dvlp comprehensive investment strategies & programs; evaluat'g internal & external bus. & rel fin'l data on current & prospective internat'l clients; prep'g & presenting verbal & written communications, reports & presentations. In alternative, employer will accept Master's & 3 yrs exp in above-listed areas. Must be fluent in Hebrew. Must travel internationally to Israel as nec to perform duties. Apply thru SH-ProfRecruitingWMA@ubs.com. Pls ref. GC05042018AD. NO CALLS PLS. EOE/M/F/D/V