Advisory Specialist Middle East

UBS; Genf; On-site; CHF 120,000 - 190,000; Full time

Job summary

UBS Genève is seeking an experienced Investment Advisor to manage client portfolios and deliver high-quality investment solutions in collaboration with the Advisory & Sales Team for Egypt & North Africa. You will ensure regulatory compliance and contribute to a strong risk culture.

The role requires a university degree (CFA preferred) and several years of investment advisory experience, with fluency in English; Arabic is a plus.

Qualifications

• University degree or equivalent level of education, ideally with CFA
• Several years of experience in investment advisory
• Sound expertise in financial products and financial services
• Passion for sales and investment advice
• Excellent communication and presentation skills
• Curiosity about technological progress and openness to digitalization
• Fluent English (Arabic a plus)

Responsibilities

• Advise clients on investment portfolios and provide high-quality investment solutions
• Collaborate with team members to ensure compliant, integrated client advice
• Contribute to risk management and adherence to regulations and policies
• Support the front organization of Middle East markets with advisory expertise
• Help explore AI-powered improvements for workflows while upholding ethics and risk standards

Skills

Investment advisory

Financial products knowledge

Sales orientation

Service orientation

Communication skills

Presentation skills

Cultural & linguistic diversity

AI in workflows

English fluency

Arabic (plus)

Education

University degree

CFA certification

Job description

Key Responsibilities

Do you hit your stride when giving clients investment advice? Is your investment advisory service outstanding? We are looking for a new colleague who takes care of our clients’ investment portfolios, provides high-quality investment solutions in close collaboration with other team members

complies with all regulations, guidelines and standards as a contribution to an effective risk culture.

Job Type

Full Time

Job Reference #

342123BR

City

Genève

The team

You will work in the Advisory & Sales Team in collaboration with the Middle East Team covering clients in Egypt & North Africa. We are a team that supports the front organization of the Middle East markets as advisory specialists.

Your Skills And Experience

University degree or equivalent level of education, ideally with an additional certification like CFA

• Several years of experience in investment advisory
• Sound expertise in financial products and financial services
• Passion for sales and investment advice
• Strong service orientation and the ability to deliver an impressive advisory experience
• Excellent communication and presentation skills
• Confidence in dealing with cultural and linguistic diversity, curiosity about technological progress and openness to digitalization
• You speak fluently English (Arabic is a plus)
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, 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 first, 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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.