Your role Are you constantly on the lookout for market investment opportunities and managing money on behalf of clients? Do you enjoy analyzing complex situations, coming up with solutions and juggling multiple stakeholders and topics at once? Do you enjoy working with a team to enhance business growth?
We are looking for someone to use their expertise to help us:
Management of multiple client portfolios
Support client reviews and pitches for new mandates, acting as the subject matter expert for discretionary Multiple Asset-Class solutions within UBS Wealth Management APAC
Support mandate onboarding activities from the creation of client investment templates to the facilitation of portfolio reviews with Front Office for bespoke discretionary mandate solutions
Support the implementation and execution of discretionary portfolios, conducting quality controls for highly complex & bespoke mandates and ensuring investment parameters are set-up in portfolio management systems based on client’s investment guidelines
Provide pre / post-sales support and education through pitches / reviews on the UBS Mange product offering to Advisory & Sales colleagues, Client Advisors, and Key Clients
Job Details
僱傭形式: Full Time
Job Reference #: 329059BR
City: 香港 SAR
Your Team
Our business area CIO Global IM provides our Client Advisors with high quality and tailor-made solutions. CIO Global IM is responsible for investing assets and managing sophisticated portfolios for private clients. Our team is responsible for the efficient and proper account management of UBS investment strategies and policies that maximize portfolio performance consistent with clients\' objectives. The Portfolio Manager (PM) follows developments in the financial markets within their area of responsibility to maintain an understanding of trends and how they might affect UBS Global Wealth Management Investment Policies. Once the private client has agreed on their investment profile, the PM implements the investments within the client portfolio, taking into consideration potential client instructions.
Your Expertise
You have:
a degree in banking / finance-related discipline
at least 3-5 years of experience in a financial services firm
strong understanding of processes to aid fluency / efficiency of system application use in daily operations
strong analytical, problem solving and synthesizing skills
CFA / CAIA or equivalent is a plus
MS Office and Excel skills are a prerequisite, with coding experience a big plus
You are self-motivated, responsible and meticulous with strong communication skills and love working in a high functioning team. Willing to take on new challenges particularly in learning about investments and engaging clients (both internal and external)
highly determined and shows effort & enthusiasm to deliver results, often originating action and keeping things moving
able to assess new ideas and provide implementable solutions with a view on the big picture
well organized, with an innate sense of how to prioritize
client service focused (internal & external)
highly co-operative and collaborates with colleagues within and beyond own area to achieve common goals
contributes actively to help create effective partnerships, which meet organizational objectives
fluent in English and Mandarin, in both written and verbal communication
comfortable and confident in communicating with different people and situations
關於我們
UBS is a leading and truly global wealth manager and the leading universal bank in 瑞士. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, 瑞士, UBS is present in more than 50 markets around the globe.
Join us
At UBS, we know that it\'s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people 第一頁, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We use artificial intelligence (AI) to work smarter and more efficiently. Collaboration is at the heart of everything we do. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always 聯絡我們.
免責聲明 / 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. #J-18808-Ljbffr
工作資料:
公司名稱: UBS
職位: Portfolio Manager
工作地點: 香港
國家: HK
如何提交申請:
在閱讀並了解職位資料中說明的入職標準及最低資格要求後, Portfolio Manager at the office 香港 以上,請立即準備好求職信、履歷表(CV)、畢業證書副本及其他證明文件。請透過下方的「下一頁」連結提交申請。
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