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Wealth Management Equity Investment Specialist (UBS Career Comeback)

Employer
UBS
Location
Weehawken, USA
Salary
Competitive
Closing date
Nov 16, 2019

View more

Job Function
Portfolio Management: Equities
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Your role

Been out of the workforce for two or more years and ready to come back? Already built a career in financial services (or in a transferable role) and want to take the next step on your career path?

We recognize the added value that experienced talent brings into our workplace. And we also know that it's not always easy to find the right work opportunity after a career break. That's where UBS Career Comeback comes in - to help make the transition back to work a success.

Are you an expert at provided research driven Equities and ETF advice to Wealth Management clients?

You will:
• proactively cover a dedicated segment of FA's, develop strong relationships with those Advisors in order to understand their investment process, portfolio management styles and client needs. Then deliver customized and actionable equity portfolio construction and security selection advice
• develop and be able to discuss independent views of equity market strategy, tactical portfolio positioning and individual ETF and stock recommendations.
• understand and incorporate research views on equity strategy, commodities, economics, as well as, company and ETF specific research across all sectors. Translate those views into actionable portfolio implementation advice.
• analyze stock specific data in order to identify attractive investment opportunities utilizing all available resources, including internal and external research, company filings/conference calls, industry publications, etc...
• market investment recommendations through outbound phone calls, writing internal sales and trading commentary, presenting to large groups of FA's at branch meetings and participating in client facing events such as conference calls, meetings and seminars.
• perform portfolio reviews of existing and prospective client ETF and stock portfolios.
• collaborate with partners across Investment Platforms and Solutions, including in the Advisory Investment Group, to understand the firm's preferred SMA and Advisory equity solutions in order to facilitate cross selling and referral opportunities.

Your team

We are opportunistically seeking an Equity Specialist to join our Premier Equity & ETF Sales team. The specialist will serve as the primary resource for advice on all aspects of equity investing for a select group of Ultra High Net Worth Financial Advisors and their clients. This includes communicating macro commentary, portfolio positioning advice and ETF/stock recommendations to UBS WM USA Advisors and clients. A successful candidate will also be a primary contributor the firm's internally managed stock and ETF model portfolio investment committees and will be expected to contribute to new product development based on the team's intellectual capital.

Your expertise

You have:
- Series 7 and 66 licenses (required within 60 days of hire)
• 10+ years of industry experience, with the bulk of experience in an equity research (buy or sell side), equity sales or equity product management role. Some wealth management experience is preferred.
• Bachelor's Degree required, MBA preferred
• CFA preferred
• strong verbal and written communication skills. Must be a polished public speaker.

You are:
• team oriented
• able to be resilient and manage stress in a fast paced, dynamic trading floor environment.

About us

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?

Join us

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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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