- Permanent, Full time
- UBS AG
- 18 Oct 18
Are you top notch at portfolio management? Do you want to play a part in making investment decisions that benefit our clients?
We're looking for a portfolio manager who will be:
• Managing and implement mandates taking into consideration client's objective and restrictions
• Monitoring portfolio performance as well as client instructions; ensuring proper records and full documentation on mandate handling
• Adjust and execute trades in the portfolio to reflect changes in the investment strategy and / or changes in the client's investment profile
• Communicate with relevant Client Advisors on queries and updates on client mandates, escalating any operational issues where necessary
• Contribute to project initiatives, working as part of a wider group, to ensure success in the migration of accounts onto the STCP landscape
Our business area Investment Platform & Solutions (IPS) provides our Client Advisors with high quality and tailor-made solutions. Global Mandate Investment Solutions (GMIS) is responsible for investing assets and managing sophisticated portfolios for private clients. Our team is responsible for the efficient and proper implementation of the program specific UBS investment strategy and policies that maximizes portfolio performance consistent with clients' objectives.
The Portfolio Manager (PM) follows developments in the financial markets within their area of responsibility to maintain an understanding of trends and how they might affect UBS CIO House View. Once the private client has agreed with the investment profile, the PM implements the investments within the client portfolio, taking into consideration potential client instructions
What we offer
Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?