jobs

UBS Financial Services Inc

Miami , FL

Relationship Mgrs (Senior Wealth Strategy Associates)

UBS Financial Services Inc
Miami, FL Full-time
Posted on January 13, 2019
Finance: UBS Financial Services Inc. seeks Relationship Mgrs (Senior Wealth Strategy Associates) in Miami, FL to support Wealth Mgmt Advisor group in dvlpmt of various wealth mgmt plans & strategies such as fin'l plans & investmt plans. Req'mts: Bachelor's or equiv in Bus. Admin, Internat'l Bus., Fin'c, Econ, Mrktg, or rel field + 2 yrs exp: providing wealth mgmt advisory srvcs to high net worth Spanish-speaking clients in Latin America; managing & dvlpg client relationships & estab'g strategies for acquiring new priv clients, bus. dvlpmt & risk mgmt; working w/portfolio construction & asset allocation among all asset classes incl mutual funds (equity & fixed income), hedge funds, priv equity, real estate, structured notes, bonds (corp & sovereign); selecting alternative 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 & economic factors & fin'l acctg reports to measure & track bus. & fin'l performance; working w/offshore investors to dvlp comprehensive investmt strategies & programs; eval'g internal & external bus. & rel fin'l data on current & prospective internat'l clients; prep'g & presenting verbal & written communications, reports & presentations. Employer will accept 3 yrs university level studies + 2 yrs exp supporting client relationship mgmt as meeting degree req'mts. Apply thru SH-ProfRecruitingWMA@ubs.com. Pls ref. AP12052018AD. NO CALLS PLS. EOE/M/F/D/V