Portfolio Strategist - Director

Job Reference #
313407BR

Job Type
Full Time

Your role
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs – we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.

Are you eager to help clients understand and meet their financial objectives? Are you comfortable working with financial advisors and senior leadership? Do you have an interest in asset allocation and portfolio construction?

We’re looking for someone like that who can help us:

• work in support of a senior portfolio strategist to deliver customized portfolio construction advice to financial advisors and their ultra-high net worth clients/prospects
• conduct in-depth portfolio analysis at the asset allocation and investment level
• produce bespoke presentations that outline our research, capabilities and views on asset allocation, portfolio construction and product fulfillment
• develop fluency in all aspects of portfolio construction and effectively use all asset classes necessary to implement both strategic and tactical asset allocations
• develop key partnerships throughout the firm to cultivate extensive knowledge of platforms and product offerings (both traditional and non-traditional)
• contribute to the production of original investment content for internal and external distribution
• collaborate with key partner groups such as alternative investments, advanced planning, philanthropy, banking, etc.
  
  

Your team
You will be a Portfolio Strategist in the Portfolio Advisory Group ("PAG"). We provide investment advice to Financial Advisors and Ultra High Net Worth clients and prospects, delivering the firm's intellectual capital and capabilities on asset allocation, portfolio construction and product/platform fulfillment. This role is located in the Houston market and you will work closely with the PAG team members in Texas and those in major offices around the US.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise
You have:

• experience working in wealth management, private banking or asset management
• strong knowledge of global financial markets, and a willingness to express your views
• working knowledge of multi-asset class portfolio construction
• ability to articulate research and implement in a portfolio context
• desire to be client-facing and demonstrated experience with clients preferred
• series 7 and 66 licenses strongly preferred, bachelor’s degree required
• an interest in pursuing the CFA, CFP, or CAIA tracks, or equivalent knowledge
• minimum 5 years of experience in financial services industry
  
  

You are:

• a skilled communicator, with great presentation skills
• excellent at organization, prioritization and time management
• adept at initiating, nurturing and developing strong interpersonal relationships
• creative and willing to think outside the box
• a team player
  
  

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?

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.

Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.