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Financial Advisor at UBS -… · Location…
Mid LevelOn-siteNot specified
Job Description
UBS Financial Services Inc. is seeking an Financial Advisor in San Diego, CA.
Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?
We’re looking for an Financial Advisor to:
• Analyze and interpret portfolio performance reports, in conjunction with wealth management research and external parties, to make recommendations for change to clients' portfolios and advising clients about risks, advantages and disadvantages. Collect and analyze information regarding client and prospective client income, assets, investments, debts, objectives and tolerance for risk.
• Provide comprehensive wealth management for high net-worth international investors in Mexico. Consult with clients to understand individual needs and develop tailored financial strategies to meet those needs.
• Study and evaluate global financial and economic factors and financial accounting reports to measure and track business and financial performance.
• Create an annual business plan with clear goals, objectives, strategies, and tactics and work with sophisticated offshore investors to develop comprehensive investment strategies and programs focusing on specific financial, business and product factors.
• Can work hybrid (In-office/remote).
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 001460. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI
Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?
We’re looking for an Financial Advisor to:
• Analyze and interpret portfolio performance reports, in conjunction with wealth management research and external parties, to make recommendations for change to clients' portfolios and advising clients about risks, advantages and disadvantages. Collect and analyze information regarding client and prospective client income, assets, investments, debts, objectives and tolerance for risk.
• Provide comprehensive wealth management for high net-worth international investors in Mexico. Consult with clients to understand individual needs and develop tailored financial strategies to meet those needs.
• Study and evaluate global financial and economic factors and financial accounting reports to measure and track business and financial performance.
• Create an annual business plan with clear goals, objectives, strategies, and tactics and work with sophisticated offshore investors to develop comprehensive investment strategies and programs focusing on specific financial, business and product factors.
• Can work hybrid (In-office/remote).
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 001460. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI