Investment Consultant

Job description

Do you have the ability to provide holistic investment advice in a portfolio context? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have proven track record advising clients in advisory portfolios across bespoke instruments?

We are looking for Investment Consultants (IC) to

- partner closely with Client Advisers (CAs) to deliver holistic, client-centric investment advice for the Greater China sector

- drive portfolio construction and asset allocation by proactively engaging clients with timely portfolio updates, conducting regular reviews, and aligning portfolios with Chief Investment Office (CIO) views while considering clients’ risk profiles and investment preferences.

- ensure adherence to investment suitability requirements prior to recommendations, execute trades in a timely and accurate manner, and provide ongoing post-trade portfolio monitoring.

- collaborate with the CIO and investment product teams to deliver UBS’s full suite of investment products and trading capabilities to clients.

- contribute to product idea generation and solution development by participating in internal discussions, sharing investment ideas, and enhancing market knowledge and product-pitching capabilities.

- foster a culture of continuous learning, professional development, and knowledge sharing within the team.