UBS Financial Services, Inc. in New York, NY seeks Director, Portfolio Advisory Group International Strategist to Deliver customized asset allocation and portfolio construction advice to the firm’s top international financial advisors and their ultra-high net worth (UHNW) clients. Synthesize the firm's intellectual capital for financial advisors and their UHNW clients. Meet directly with UHNW clients to help drive net asset growth for the firm. Form key strategic partnerships internally with cross functional teams including those with field leaders and peers. Contribute to the production of original investment content for internal and external distribution. Collaborate with key partner groups such as wealth planning, philanthropy, and banking to effectively deliver all of the strategies and solutions available for the firm’s UHNW clientele.Qualifications: This position requires a Bachelor’s degree or equivalent in Business Administration, Finance, Economics, or a related field of study and three (3) years in the offered role or as a Head of Advisory and Sales, Product Specialist, Equity Research Associate, Latin America Equity Research, or a related occupation.Must have experience of: working in wealth management, private banks or asset management firms, focusing on international and cross-border business; strong knowledge of global financial markets; multi-asset class portfolio construction; ability to articulate research and implement in a portfolio context; working with and presenting to international high net worth and UHNW clients; familiarity with UHNW non-investment solutions including wealth planning, philanthropy and banking; traditional and non-traditional investments, including, but not limited to, Hedge Funds, Private Equity, Private Real Estate, Structured Solutions, Separately Managed Accounts, Mutual Funds, and Exchange Traded Funds; Ability to obtain investment manager search and selection FINRA series 7 (must be obtained within 90 days after hiring) and 66 license (must be obtained within 180 days after hiring); and Ability to obtain CFA, CPA, or CAIA designation (must be obtained within 90 to 180 days after hiring)
Minimum Salary: 173,451Maximum Salary: 200,000Salary Unit: Yearly