Switzerland - Western Switzerland

Portfolio and fund management, Strategy

Global Wealth Management

Job Reference \#




Job Type

Full Time

Your role

Are you a delivery oriented and passionate senior investment professional? Do you have extensive experience in the financial industry, more specifically, in the field of portfolio management?

We are looking for a Senior Portfolio Specialist to:
- construct successful and tailor-made discretionary investment solutions in accordance with the UBS investment strategy and client specific investment objectives
- support of Client Advisors to attract new clients
- perform regular portfolio review meetings with clients / family offices and inform them on market conditions / trends and discuss portfolio performance as well as investment objectives
- participate as voting member in the individual Client Investment Forum (CIF) of our UHNW flagship product UBS

Your Career Comeback

We are open to applications from career returners. Find out more about our program on

Your team

This function within the business sector Global Wealth Management Strategic Clients will be responsible for the set-up and representation of sophisticated discretionary portfolios for our wealthiest and most demanding UBS Wealth Management clients.

Your expertise

- University degree in Finance or equivalent
- CFA charter or CIIA
- minimum 10 years+ experience in Finance / Portfolio Management (preferably with multi asset class portfolios)
- deep understanding of financial markets, asset classes and investment products
- very strong client orientation and excellent communication skills
- ability to cope with pressure and a high level of proactivity, responsibility and attention to detail
- fluent in French and English (additional languages are an advantage)
- proficient user of Microsoft Excel, PowerPoint, Bloomberg (programming skills are a plus)

Your sound knowledge of investment products and the financial markets gives you the competency to understand and evaluate complex client requirements and as an asset navigator to prepare tailor-made investment proposals. You are highly client focused, interested in client facing activities and have proven communication skills to foster our important and long-lasting client relationships. This function is key for the acquisition and retention of assets for our institution.

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.

How we hire

This role requires an assessment on application. Learn more about how we hire:

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we-re more than ourselves. Ready to be part of \#teamUBS and make an impact?

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.