Exec Directors, Client Advisors
UBS Financial Services Inc
Miami, FL
Full-time
Finance
Posted on June 2, 2019
Finance: UBS Financial Services Inc. 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 srvcs to high net worth Portuguese-speaking clients in Brazil; managing & dvlpg client relationships & estab'g strategies for acquiring new priv clients, bus. dvlpmt & risk mgmt; working w/portfolio construction & asset alloc. 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; evaluating global fin'l & econ factors & fin'l acctg reports to measure & track bus. & fin'l performance; working w/offshore investors to dvlp comprehensive investment strategies & programs; evaluating internal & external bus. & rel fin'l data on current & prospective internat'l clients; prep'g & presenting verbal & written communications, reports & presentations. Must be fluent in Portuguese. Must travel internationally to Brazil as nec to perform duties. Apply thru SH-ProfRecruitingWMA@ubs.com. Pls ref. PC040919AD. NO CALLS PLS. EOE/M/F/D/V