8 days ago on jobwinner.ch

Investment Advisor Global Ultra Russia


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Investment Advisor Global Ultra Russia

Your role:

Are you a people person? Do you know how to give superior investment advice that grows client wealth? We are looking for someone with like this who can:

  • Define, agree and implement the advisory processes and service models that best meet clients' needs
  • Proactively and systematically manage client book to make sure clients are invested in accordance with their risk profile and suitability requirements
  • Provide clients with superior investment advice
  • Regularly update clients on the current offering of investment ideas and opportunities
  • Develop client book by exploiting share of wallet opportunities, referrals and conversion of prospects together with the Relationship Manager
  • Support the Relationship Manager in complex cross-functional projects with the Investment Bank like structured financings or capital market transactions
  • Carry out important risk management tasks to meet legal and regulatory requirements and manage administrative tasks efficiently

Your team :

Global UHNW offers holistic and highly tailored financial services for individuals and families with investable assets in excess of CHF 100 million. You will be working in a team which will be responsible for coverage of Russia and CIS market.

You have:

  • solid skills and education in financial markets or economics (and you're passionate about it), CFA/ CIIA is a substantial plus
  • experience in wealth management with deep understanding of products and services

(CWMA or equivalent is a plus)

  • commitment, understanding and strong affinity to the Russian market, tax and regulatory environment
  • experience in corporate finance transactions and knowledge of the Russian corporate landscape

You are:

  • truly service oriented
  • an excellent communicator, with strong interpersonal skills
  • a stickler for flawless execution procedures and documentation
  • fluent in Russian, English and ideally German

Together. That's how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We'll value your passion and commitment. And reward your performance.

Why UBS? Video

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

Wealth Management & Personal & Corporate

Client Advisors/Relationship Managers

UBS AG Recruiting Switzerland