Investment Consultant
3 days ago
Australia
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- 317884BR
**City**
- Melbourne, Sydney
**Job Type**
- Full Time
**Your role**
- Do you have the perfect pitch? Do you follow the markets, even in your spare time?
We’re looking for an investment specialist to:
- pitch clients or prospects, or contribute specialist knowledge for Advisors and end clients
- generate ideas, pricing and execution across asset classes including FX, rates, equities, commodities
- support product maintenance, risk management, ongoing monitoring, reporting and pricing activities
- manage the product risk and control requirements to ensure compliance in all areas
- perform strategic client reviews, ensuring follow-ups and implementation by the investment advisor
- comply with all pitch rules and guidelines, and share best practices with other investment specialists
**Your team**
- You’ll be working as part of Global Wealth Management - Australia. We help high net worth and ultra-high net worth individuals and families meet their financial goals by equipping our financial advisors with the resources to deliver products and services specifically designed for our clients.
**Your expertise**
- degree with post graduate qualifications highly regarded
- ideally 5 years of experience working in wealth management, private banking or global markets
- solid knowledge of financial markets
- strong knowledge and experience with; structured products, OTC derivatives
- excellent communicator, with great presentation skills
- skilled at initiating, nurturing and developing strong interpersonal relationships*#LI-Hybrid
**About us**
- UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
**Join us**
- At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
**Contact Details**
- UBS Business Solutions SA
UBS Recruiting
**Disclaimer / Policy statements**
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
-
Associate Investment Analyst
1 week ago
Melbourne, Australia Zenith Investment Partners Full timeAssociate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...
-
Associate Investment Analyst
1 week ago
Melbourne, Australia Zenith Investment Partners Full timeZenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...
-
Associate Investment Analyst
2 weeks ago
Melbourne, Australia Zenith Investment Partners Full timeZenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...
-
Investment Consultant
3 days ago
Melbourne, Australia FE fundinfo Full time**Step into a client-facing role where your investment expertise and relationship skills will directly shape portfolio strategies and client outcomes across a dynamic and growing business.** At Zenith Investment Partners, we’re offering an exciting opportunity for an Investment Consultant to join our high-performing consulting division. This role offers...
-
Investment Consultant
2 weeks ago
Melbourne, Australia Frontier Advisors Pty Ltd Full timeWe are looking for someone special to join our Capital Markets Team as a Consultant specialising in asset allocation. Frontier is Australia’s leading independent asset consultant. Frontier has been at the forefront of delivering investment advice to institutional investors for 30 years. We work to help our client’s advance prosperity for their...
-
Investment Consultant
3 days ago
Melbourne, Australia Profusion PAC Pty Ltd Full time**Company Overview** They are a Global Investment Manager of significant size and scale managing trillions in assets globally. The firm have a core focus on providing market exposures and investment opportunities at a pricing structure which suits the best interest requirements of their clients. In addition to having such a heavy focus on providing the...
-
Consultant - Operational Consulting
2 weeks ago
Melbourne, Victoria, Australia JANA Investment Advisers Full time $90,000 - $120,000 per yearAcknowledgement Of CountryIn the spirit of reconciliation, JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present, and emerging. We celebrate the stories, culture, and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this...
-
Investment Consulting Analyst
1 week ago
Melbourne, Victoria, Australia Marsh McLennan Full time $80,000 - $120,000 per yearCompany:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role will be based in the Melbourne OR Sydney office. This is a hybrid role that has a requirement of working at least three days a week in the office. As an Investment Consulting Analyst, you will play a key role in delivering investment...
-
Investment Consulting Analyst
2 days ago
Melbourne, Victoria, Australia myGwork - LGBTQ+ Business Community Full time $60,000 - $90,000 per yearThis job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.We are seeking a talented individual to join ourInvestmentsteam atMercer. This role will be based in theMelbourne OR Sydneyoffice. This is a hybrid role that has a...
-
Investment Governance Consultant
1 week ago
Melbourne, Victoria, Australia Frontier Advisors Full time $90,000 - $120,000 per yearThe purpose of this role is to ensure the delivery of high-quality investment governance, regulatory complianceand other strategic advice.Frontier – business overviewFrontier Advisors is Australia's leading independent asset consultant. Frontier has been at the forefront of delivering investment advice and technology to institutional investors for more...