UBS

First Vice President, Financial Advisor

UBS$179K — $250K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Master's degree in Business Administration, Finance, Economics, or related field plus 8 years of relevant experience.
  • Bachelor's degree in Business Administration, Finance, Economics, or related field plus 10 years of relevant experience in lieu of Master's degree.
  • Experience in wealth management for high international net worth clientele.
  • Demonstrated ability to manage and develop client relationships with focus on business development.
  • Proficiency in portfolio construction and asset allocation across diverse asset classes.

Responsibilities

  • Provide wealth management services for international clients, with emphasis on Latin America.
  • Maintain cultural understanding and contacts in client service countries.
  • Evaluate global financial factors to inform investment strategies for offshore clients.
  • Triage investment strategies focusing on financial and business factors for diverse clients.
  • Analyze and prepare research on investment opportunities tailored to offshore clientele.

Benefits

  • Hybrid work environment (in-office/remote).
  • Commitment to diversity, equity, and inclusion within the team.
  • Access to comprehensive healthcare and wellness programs.
  • Opportunities for professional development and career advancement.
  • Employee assistance programs and resources for personal well-being.
Full Job Description
Your role

UBS Financial Services INC is seeking a First Vice President, Financial Advisor in New York, NY
Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?

We're looking for a First Vice President, Financial Advisor to:
• Provide comprehensive wealth management for international clients, primarily in Latin America. Work with multiple foreign currencies and transactions.
• Maintain contacts in, and cultural understanding of countries in which clients are serviced. Study and evaluate global financial and economic factors and financial accounting reports to measure and track business and financial performance.
• Triage with offshore investors to develop comprehensive investment strategies and programs focusing on specific financial, business and product factors. Evaluate internal and external business and related financial data on current and prospective international clients.
• Perform research for and analyze investment opportunities for offshore clientele with understanding of the special needs, products and legal structures used by offshore clientele and the firm's business with them. Prepare and present verbal and written communications, reports and presentations to international clients, dealing with individual clients' options and the Firm's advice.
• Can work hybrid (In-office/remote).

Qualified Applicants apply through [redacted]. Please reference 001475. NO CALLS PLEASE. EOE/M/F/D/V

Salary Range & Work Schedule: $179,088 to $250,000 /year, 40 hrs/wk. This notice is being posted in connection with an application for permanent Alien Labor Certification. Any person may comment or provide documentary evidence bearing on this application to: U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210.

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Your team

Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

You'll be working with the Financial Advisor team in New York, NY.

Your expertise

Education & Experience Requirement:
• Master's degree or foreign equivalent in Business Administration, Finance, Economics, or a related field of study plus 8 years of experience in the job offered or 8 years of experience as a Client Advisor, Wealth Management, or a related occupation.

Alternate Education & Experience Requirement:
• Bachelor's degree or foreign equivalent in Business Administration, Finance, Economics, or a related field of study and 10 years of experience in the job offered or 10 years of experience as a Client Advisor, Wealth Management or a related occupation in lieu of Master's degree and 8 years of experience.

Position requires experience with the following:
• Wealth management advisory services to high international net worth clientele; managing and developing client relationships and establishing strategies for acquiring new private clients, business development and risk management; Portfolio construction and asset allocation among all asset classes including mutual funds (equity and fixed income), hedge funds, private equity, real estate, structured notes, bonds (corporate and sovereign); Selecting alternative investments such as cash, fixed income, equities, foreign currencies, commodities, and discretionary asset management on behalf of clients; Formulating hedge fund and option strategies; Evaluating global financial and economic factors and financial accounting reports to measure and track business and financial performance; Developing comprehensive investment strategies and programs for offshore investors.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 179088 - max USD 250000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

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