UHNW Portfolio Strategy Advisor

UBS Group AG

Houston (TX)

On-site

USD 140,000 - 180,000

Full time

5 days ago

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Job summary

UBS Group AG in the United States seeks a Portfolio Strategist for the Portfolio Advisory Group (PAG). You will deliver tailored asset allocation and portfolio construction guidance to financial advisors and ultra-high net worth clients, collaborating with senior leadership across the firm to translate research into actionable investment ideas.

Based in the U.S., you will partner with cross-border teams, contribute to investment content, and support client-facing activities while advancing a

Qualifications

Experience in wealth management, private banking or asset management.
Strong knowledge of global financial markets and ability to express views.
Working knowledge of multi-asset class portfolio construction.
Ability to articulate research and implement in a portfolio context.
Desire to be client-facing; experience with clients preferred.

Responsibilities

Deliver customized portfolio construction advice to financial advisors and ultrahigh net worth clients/prospects.
Conduct in-depth portfolio analysis at asset allocation and investment level.
Produce bespoke presentations outlining UBS research, capabilities and views on asset allocation and product implementation.
Develop fluency in all aspects of portfolio construction and use assets to implement strategic/tactical allocations.
Build partnerships across the firm to understand platforms and product offerings (traditional and non-traditional).
Contribute to original investment content for internal distribution.
Collaborate with groups such as alternative investments, advanced planning, philanthropy, banking, etc.