Talent.com
Portfolio Advisory Group International Strategist
Portfolio Advisory Group International StrategistUBS • San Francisco, CA, United States
No longer accepting applications
Portfolio Advisory Group International Strategist

Portfolio Advisory Group International Strategist

UBS • San Francisco, CA, United States
8 days ago
Job type
  • Part-time
Job description

Your role

In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new "Ultra High Net Worth (UHNW) Plus" client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs - we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.

Do you excel in helping clients understand and attain their financial objectives? Are you comfortable leading field and client facing situations? Do you have an expertise in asset allocation and portfolio construction?

We're looking for a candidate that can :

  • deliver customized asset allocation and portfolio construction advice to our international financial advisors and their ultra-high net worth ("UHNW") clients
  • synthesize the firm's intellectual capital for financial advisors and their UHNW clients
  • meet directly with UHNW clients to help drive net asset growth for the firm
  • form key strategic partnerships across the firm, including those with field leaders and peers
  • contribute to the production of original investment content for internal and external distribution
  • collaborate with key partners such as Unified Global Markets, Unified Global Banking, Wealth Planning, Family Advisory & Philanthropy, and Family Office Solutions to effectively deliver all our capabilities to our UHNW clients

Detailed salary information :

  • San Francisco : the salary range for this role is $140000 to $180000
  • 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.

    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?

    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.

    Your team

    You will be a Portfolio Strategist in the Portfolio Advisory Group International, focusing on APAC markets. We provide investment advice by delivering the firm's intellectual capital and capabilities regarding asset allocation, portfolio construction and product / platform fulfillment. We work extensively with financial advisors in UBS' international division and their ultra-high net worth clients and prospects.

    Your expertise

    You have :

  • fluency in Mandarin Chinese
  • extensive experience working in wealth management, private banks or asset management firms, focusing on international and cross-border business
  • strong knowledge of global financial markets and willingness to express your views
  • deep knowledge of multi-asset class portfolio construction
  • ability to articulate research and implement in a portfolio context
  • experience working with and presenting to international high net worth and UHNW clients
  • familiarity with UHNW non-investment solutions including wealth planning, philanthropy and banking
  • deep knowledge of both traditional and non-traditional investments, including, but not limited to, Hedge Funds, Private Equity, Private Real Estate, Structured Solutions, Separately Managed Accounts, Mutual Funds, and Exchange Traded Funds
  • extensive experience with manager search and selection
  • series 7 and 66 licenses, bachelor's degree required
  • CFA, CPA, or CAIA or equivalent knowledge strongly preferred
  • You are :

  • a skilled communicator, with great presentation skills
  • excellent at organization, prioritization and time management
  • adept at initiating, nurturing and developing strong interpersonal relationships
  • an innovative and creative thinker
  • a team player
  • LI-UBS
  • 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.

    Your Career Comeback

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

    Salary information

    US Only : The expected salary range for this role is $140000 to $180000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

    Create a job alert for this search

    Portfolio Strategist • San Francisco, CA, United States

    Related jobs
    Strategy Associate

    Strategy Associate

    EMC Research • Oakland, CA, United States
    Full-time
    National Polling and Market Research firm seeks.Strategy Associate (Pacific Time).Our mission is : to partner with our clients to solve problems through well-executed research conducted by curious a...Show more
    Last updated: 30+ days ago • Promoted
    Strategic Advisor : Decarbonization & Corporate Partnerships

    Strategic Advisor : Decarbonization & Corporate Partnerships

    Vectors Capital • San Francisco, California, United States
    Part-time
    A venture capital firm in San Francisco is seeking a Senior Strategic Advisor to expand corporate networks and strengthen partnerships in decarbonization. The ideal candidate will have significant e...Show more
    Last updated: 4 days ago • Promoted
    Independent Portfolio Manager

    Independent Portfolio Manager

    WorldQuant • San Francisco, CA, United States
    Full-time
    WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our prop...Show more
    Last updated: 30+ days ago • Promoted
    Private Equity Associate – Growth & Portfolio Strategy

    Private Equity Associate – Growth & Portfolio Strategy

    Bertram Capital Management • San Francisco, CA, United States
    Full-time
    A leading private equity firm is looking for Associates to join their investment team in San Francisco for a Summer 2027 start. The role involves working on investment opportunities, including evalu...Show more
    Last updated: 11 days ago • Promoted
    Director of Investment Strategy & Portfolio Growth

    Director of Investment Strategy & Portfolio Growth

    Cresset • San Francisco, CA, US
    Full-time
    A leading investment management firm in San Francisco is seeking a Director - Investment Strategy who will develop and communicate investment strategies, support client advisors with complex portfo...Show more
    Last updated: 20 hours ago • Promoted • New!
    Director of Corp Development and Investor Relations, Finance

    Director of Corp Development and Investor Relations, Finance

    Scale AI, Inc. • San Francisco, CA, United States
    Full-time
    The Corporate Development and IR team is responsible for evaluating M&A and investment opportunities, driving new capital investments and managing the company's investor base.You will also work ver...Show more
    Last updated: 30+ days ago • Promoted
    Strategic Advisory Partner, Portfolio Intelligence & Management

    Strategic Advisory Partner, Portfolio Intelligence & Management

    Panorad AI • San Francisco, CA, United States
    Full-time
    Strategic Advisory Partner, Portfolio Intelligence & Management.Panorad AI is a decision‑intelligence platform for fund managers. AI‑native workflows across portfolio operations.We help investment t...Show more
    Last updated: 30+ days ago • Promoted
    Global Strategic Partnerships Manager

    Global Strategic Partnerships Manager

    Abbott Laboratories company • Alameda, CA, United States
    Full-time
    Abbott is a global healthcare leader that helps people live more fully at all stages of life.Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses an...Show more
    Last updated: 7 days ago • Promoted
    Portfolio Manager - Generalist

    Portfolio Manager - Generalist

    Statkraft group. • San Francisco, CA, United States
    Full-time
    Business Units : MOW - NW European & US Origination.Statkraft has been making clean energy possible for over a century.Because in the fight against climate change, we don't see renewable energy as p...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Investment Manager, US

    Portfolio Investment Manager, US

    Lightsource bp • San Francisco, CA, US
    Full-time
    Portfolio Investment Manager, US.Be among the first 25 applicants.Portfolio Investment Manager, US.Join Us in Driving the Energy Transition We are. Lightsource bp , and we're on a mission to become ...Show more
    Last updated: 21 days ago • Promoted
    Investments Strategy & COO Associate – Global Families

    Investments Strategy & COO Associate – Global Families

    J.P. Morgan • San Francisco, CA, United States
    Full-time
    A global financial institution in San Francisco is looking for an Associate to support the Latin America and Global Families Group. The role involves driving key initiatives, managing complex projec...Show more
    Last updated: 8 days ago • Promoted
    Senior Foreign Exchange Advisor - Global Markets Group

    Senior Foreign Exchange Advisor - Global Markets Group

    Western Alliance Bank • San Francisco, CA, United States
    Full-time
    Senior Foreign Exchange Advisor - Global Markets Group.As a Senior Foreign Exchange (FX) Advisor at Western Alliance Bank, you will play a strategic role in supporting our clients' international fi...Show more
    Last updated: 8 hours ago • Promoted • New!
    Senior Wealth Advisor

    Senior Wealth Advisor

    Citigroup • San Francisco, CA, US
    Full-time
    Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your caree...Show more
    Last updated: 30+ days ago • Promoted
    Elite Wealth Advisor : Grow Client Portfolios & Relationships

    Elite Wealth Advisor : Grow Client Portfolios & Relationships

    TIAA • San Francisco, CA, United States
    Full-time
    A financial services organization is seeking a Wealth Management Advisor in San Francisco, California.The Advisor will partner with affluent clients to identify financial goals and develop tailored...Show more
    Last updated: 12 days ago • Promoted
    Portfolio Engagement Director

    Portfolio Engagement Director

    Toyota Ventures • San Francisco, CA, US
    Full-time
    Join to apply for the Portfolio Engagement Director role at Toyota Ventures.Founded in 2017, Toyota Ventures is a San Francisco Bay Area-based venture capital firm with approximately $800M+ AUM ...Show more
    Last updated: 20 hours ago • Promoted • New!
    ITTS - International Corporate Tax Advisory Senior - FY26

    ITTS - International Corporate Tax Advisory Senior - FY26

    San Francisco Staffing • San Francisco, CA, US
    Full-time
    International Tax And Transaction Services (Itts) Practice.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and ta...Show more
    Last updated: 30+ days ago • Promoted
    Global Bank Partnerships Strategist

    Global Bank Partnerships Strategist

    Getproven.com • San Francisco, CA, US
    Full-time
    A global financial technology company is seeking a highly motivated individual to engage with banking leaders and drive innovation. In this role, you will effectively communicate the benefits of Pro...Show more
    Last updated: 20 hours ago • Promoted • New!
    Senior Advisor, US Investment Promotion & Partnerships (AI and Deep Tech within Strategic Indus[...]

    Senior Advisor, US Investment Promotion & Partnerships (AI and Deep Tech within Strategic Indus[...]

    Business Sweden • San Francisco, CA, US
    Full-time
    Are you passionate about emerging technologies and international collaboration? Do you have experience in business development or consulting within AI, deep tech, or advanced industries?We are look...Show more
    Last updated: 21 days ago • Promoted