Investment Consultant

3 days ago

Melbourne, Australia UBS Full time

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.

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