Wm Investment Advisor
hace 2 semanas
Mexico- Client advisory / Relationship management- Global Wealth Management**Job Reference #**- BR**City**- Monterrey**Job Type**- Full Time**Your role**- Do you want to maximize the benefits of a global franchise for the good of your clients? Do you have a proven track record in providing personalized investment advice?- We’re looking for an active advisor to:- Manage a portfolio of HNW/UHNW clients- 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**Your team**- You’ll be working with our Monterrey team focusing on HNW and UHNW clients. As an Investment Advisor, 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 5 years- proven track record of delivering investment advice to a portfolio of HNW and UHNW clients- knowledge of local regulatory requirements, with high ethical and professional standards- follow market developments and understand both current and anticipated trends- bachelor’s degree or equivalent in finance or a related field- certifications such as AEI, CFA; CAIA, etc. are a plus- fluent in English and Spanish to support local client base**About us**- UBS is the world’s largest and 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.- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?**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?**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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Wm Investment Advisor
hace 2 semanas
Monterrey, México UBS A tiempo completoMexico - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 258548BR **City** - Monterrey **Job Type** - Full Time **Your role** - Do you want to maximize the benefits of a global franchise for the good of your clients? Do you have a proven track record in providing personalized investment advice? - We’re looking...
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Monterrey, México Belieff A tiempo completo**Vacante para la empresa Belieff en Monterrey, Nuevo León**: **Acerca de Kempton** Establecido en el Reino Unido en 2013, Kempton Asset Management es una firma de inversiones global independiente. Fundada sobre un legado de hacer las cosas bien, Kempton ha crecido cada vez más, estableciéndose como una de las firmas de asesoría líderes en Europa y...
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Client Growth Advisor
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Monterrey, México No Joke Marketing A tiempo completoPosition: Client Growth AdvisorAbout Us:Join our team at No Joke Marketing, a top digital marketing agency committed to delivering exceptional client results and fostering a balanced work-life experience. With half-day Fridays every June, 20 days of paid time off in your first year, an attractive commission structure, and the flexibility of a fully remote...
