Switzerland - Zürich

Client advisory / Relationship management, Sales, Sales and trading, Trading

Global Wealth Management

Your role

Your role :
Do you have a passion for financial markets? Do you have a track record of building strong client relationships? Do you thrive in a team environment? We are looking for an Advisory Specialist dedicated to HNW/UHNW clients and working closely with CAs/RMs across the desks.

• manage a portfolio of HNW/UHNW clients domiciled in Latin America, with focus in Central & South America
• provide proactive strategic and tactical investment advice across all asset classes
• create and implement investment proposals according to the client’s risk profile, objectives and our CIO views
• ensure smooth execution of day-to-day trading activities and client queries
• perform regular portfolio reviews and portfolio health checks
• comply with all regulatory, policy and quality standards, contributing to an effective risk culture

Job Reference #

341807BR

City

Zürich

Job Type

Full Time

Your Career Comeback

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

Your team

You’ll be working in the Advisory & Sales team in Zurich focusing on HNW and UHNW clients. As an advisory specialist, you’ll provide cross-asset investment advice in a portfolio context, perform trade executions, and continuously monitor clients' portfolio performance.

Your expertise

• experience in wealth management and/or within a private bank for ideally 7 years
• experience in investment banking (trading floor or sales position) would be valuable
• proven track record of delivering investment advice to a portfolio of HNW/UHNW clients
• knowledge of local regulatory requirements, with high ethical and professional standards
• follow market developments and understand both current and anticipated trends
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
• bachelor’s/master’s degree or equivalent in finance or a related field. Holding a CFA is a plus.
• fluent in Spanish and English to support local client base

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.