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A Swiss multinational investment bank and financial services company UBS is looking to hire an Active Advisor Global Family Office Russia.
Responsibilities:
– monitor the international financial markets and clients’ portfolios
– perform regular reviews of client risk profile and client preferences
– provide pro-active investment advice on multi-asset-class portfolios directly to sophisticated Russian clients from the Global Family Office client segment in-line with the UBS House View
– contact clients with market updates and ensure a constant flow of opportunistic and tactical investment content and recommendations
– liaise extensively with Relationship Managers and other parties in connection with the bank’s investment process
– monitor and handle trade order execution, confirmation and supervision
Your expertise:
– a finance-related University degree and/or CFA, MBA, CFPI diploma or equivalent
– more than 10 years’ experience in Investment Advisory or Portfolio/Asset Management across all asset classes with a focus on private clients / family offices
– strong client relationship skills and an ability to understand client investment needs and objectives
– excellent knowledge of English and Russian required, other languages a plus
– deep knowledge and long lasting experience in trading securities– thorough and self-motivated with excellent communication skills
– self-directed, proactive and reliable
– strong analytically with top organizational and technical skills
– always professional (but you have the human touch).
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