Job Description
India
Business development, Client advisory / Relationship management, Equities, Financial Advisors, Management and Business Support, Portfolio and fund management, Quantitative Analysis
Global Wealth Management
Job Reference #
320762BR
City
Mumbai
Job Type
Full Time
Your role
Do you enjoy analyzing complex situations to come up with a solution? Are you accustomed to juggling multiple stakeholders and topics at once? Are you extremely interested in financial markets with a high degree of meticulousness? We are looking for someone to use their expertise to help us:
Support Portfolio Managers in daily portfolio management of client accounts, taking into consideration clients’ objectives, restrictions, and relevant cross-border profiles.
Role & responsibilities include ensuring proper records and full documentation on the lifecycle of the mandate, providing reconciliation and reporting of Client cash & securities positions; supporting corporate action elections, cash management & FX hedging activities, monitoring & escalation of control checks and ensuring operational issues are promptly escalated.
Supporting activities also encompass reporting generation to aid the regional team in internal guideline checks, ad-hoc client reporting for sales / after-sales.
Contribute to strategic initiatives & regulatory topics, working as part of a wider group, to drive innovative developments for the business, whilst adhering to evolving regulatory requirements.
Your team
You will be supporting the Discretionary Portfolio Management teams based in HK, SG, JP and AU.
Our business area CIO Global Investment Management (IM) provides our Client Advisors with high quality and tailor-made solutions. We are responsible for investing assets and managing discretionary portfolios for wealth management clients. Our team is responsible for the efficient and proper account management of UBS investment strategies and policies that maximize portfolio performance consistent with clients' objectives.
You will be working closely with the Portfolio Managers, following developments in the financial markets within their area of responsibility to maintain an understanding of trends and how they might affect UBS Global Wealth Management Investment Policies.
Your expertise
You have:
a degree in banking / finance-related discipline
between 2-6 years of experience in a financial services firm
good overview of financial instruments, portfolio and asset allocation concepts
strong understanding of IT infrastructure / processes to aid fluency / efficiency of system application use in daily operations
strong analytical, problem solving and synthesizing skills (you know how to figure stuff out)
MS Office and excel skills are a prerequisite (coding experience a big plus)
You are:
self-motivated, responsible and meticulous with strong communication skills and love working in a high functioning team
highly determined and shows effort & enthusiasm to deliver results, often originating action and keeping things moving
able to assess new ideas and provide implementable solutions with a view on the big picture
well organized, with an innate sense of how to prioritize
client service focused (internal & external); adaptable and prepared to take on different tasks / roles where the team / business requires
highly collaborative / good team player with colleagues within and beyond own area to achieve common goals
fluent in English in both written and verbal communication.
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.
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. 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
Recruiter: Pallavi Shah
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.
Get updates
Business development, Client advisory / Relationship management, Equities, Financial Advisors, Management and Business Support, Portfolio and fund management, Quantitative Analysis
Global Wealth Management
Job Reference #
320762BR
City
Mumbai
Job Type
Full Time
Your role
Do you enjoy analyzing complex situations to come up with a solution? Are you accustomed to juggling multiple stakeholders and topics at once? Are you extremely interested in financial markets with a high degree of meticulousness? We are looking for someone to use their expertise to help us:
Support Portfolio Managers in daily portfolio management of client accounts, taking into consideration clients’ objectives, restrictions, and relevant cross-border profiles.
Role & responsibilities include ensuring proper records and full documentation on the lifecycle of the mandate, providing reconciliation and reporting of Client cash & securities positions; supporting corporate action elections, cash management & FX hedging activities, monitoring & escalation of control checks and ensuring operational issues are promptly escalated.
Supporting activities also encompass reporting generation to aid the regional team in internal guideline checks, ad-hoc client reporting for sales / after-sales.
Contribute to strategic initiatives & regulatory topics, working as part of a wider group, to drive innovative developments for the business, whilst adhering to evolving regulatory requirements.
Your team
You will be supporting the Discretionary Portfolio Management teams based in HK, SG, JP and AU.
Our business area CIO Global Investment Management (IM) provides our Client Advisors with high quality and tailor-made solutions. We are responsible for investing assets and managing discretionary portfolios for wealth management clients. Our team is responsible for the efficient and proper account management of UBS investment strategies and policies that maximize portfolio performance consistent with clients' objectives.
You will be working closely with the Portfolio Managers, following developments in the financial markets within their area of responsibility to maintain an understanding of trends and how they might affect UBS Global Wealth Management Investment Policies.
Your expertise
You have:
a degree in banking / finance-related discipline
between 2-6 years of experience in a financial services firm
good overview of financial instruments, portfolio and asset allocation concepts
strong understanding of IT infrastructure / processes to aid fluency / efficiency of system application use in daily operations
strong analytical, problem solving and synthesizing skills (you know how to figure stuff out)
MS Office and excel skills are a prerequisite (coding experience a big plus)
You are:
self-motivated, responsible and meticulous with strong communication skills and love working in a high functioning team
highly determined and shows effort & enthusiasm to deliver results, often originating action and keeping things moving
able to assess new ideas and provide implementable solutions with a view on the big picture
well organized, with an innate sense of how to prioritize
client service focused (internal & external); adaptable and prepared to take on different tasks / roles where the team / business requires
highly collaborative / good team player with colleagues within and beyond own area to achieve common goals
fluent in English in both written and verbal communication.
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.
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. 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
Recruiter: Pallavi Shah
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.
Get updates
💡 Quick Summary
Seeking a career-building opportunity? The CIO Global IM APAC - Associate Portfolio Manager position is now open for candidates interested in the Accountant Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
