Senior Portfolio Strategist - Director

UBS Financial Services; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

UBS Financial Services is seeking a Portfolio Strategist - LatAm Markets in Miami or Coral Gables. The role involves delivering customized asset allocation and investment advice to ultra-high-net-worth clients and collaborating with various specialists in Wealth Management. Ideal candidates will have extensive experience in private banking or asset management, strong financial market knowledge, and be fluent in Spanish and/or Portuguese.

Qualifications

• Extensive experience in wealth management, focusing on international business.
• Strong knowledge of global financial markets.
• Fluent in Spanish and/or Portuguese preferred.

Responsibilities

• Deliver customized asset allocation advice to international financial advisors.
• Meet directly with UHNW clients to help grow assets.
• Collaborate with various UBS divisions to deliver comprehensive capabilities.

Skills

Wealth management

Financial markets knowledge

Portfolio construction

Communication skills

Presentation skills

Education

Bachelor's degree

CFA

CPA

CAIA

Series 7 License

Series 66 License

Job description

• Portfolio Strategist - LatAm Markets (Miami or Coral Gables)

Coral Gables, Miami, United States

Research, Global Wealth Management

• 313395BR

Your Role

UBS has recently launched the "Ultra High Net Worth (UHNW) Plus" client segment, aimed at providing seamless access to differentiated products and capabilities for our wealthiest clients. This role involves working closely with Financial Advisors and dedicated specialists across Wealth Management, Investment Banking, and Asset Management to serve this client segment effectively.

Key responsibilities

• Deliver customized asset allocation and portfolio construction advice to international financial advisors and UHNW clients.
• Synthesize UBSs intellectual capital for advisors and clients.
• Meet directly with UHNW clients to help grow assets.
• Form strategic partnerships within UBS.
• Contribute to investment content for internal and external distribution.
• Collaborate with various UBS divisions to deliver comprehensive capabilities to UHNW clients.

Your Expertise

You should

• Extensive experience in wealth management, private banking, or asset management, focusing on international and cross-border business.
• Strong knowledge of global financial markets and multi-asset class portfolio construction.
• Experience working with and presenting to international UHNW clients.
• Familiarity with UHNW non-investment solutions such as wealth planning and philanthropy.
• Deep knowledge of traditional and alternative investments.
• Series 7 and 66 licenses, bachelor’s degree required; CFA, CPA, or CAIA preferred.
• Fluent in Spanish and / or Portuguese is strongly preferred.

You are a skilled communicator, organized, innovative, and a team player.

About UBS

UBS is the world’s largest global wealth manager, operating in over 50 countries with a presence in major financial centers. We promote flexible working arrangements and a culture that values diversity and inclusion.

• UBS is an Equal Opportunity Employer, committed to diversity and inclusion.

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