Senior Investment Advisor – Middle East

UBS

Genf

On-site

CHF 120,000 - 190,000

Full time

14 days+

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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

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.

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