Active Portfolio Advisor

Welcome to UBS, a global financial services company with a strong commitment to helping clients achieve their financial goals. We are currently seeking an Active Portfolio Advisor to join our dynamic team. In this role, you will have the opportunity to work closely with our clients to provide them with personalized investment advice and help them navigate the complex world of financial markets. We are looking for a driven, knowledgeable, and customer-centric individual who shares our passion for delivering exceptional service. If you thrive in a fast-paced and collaborative environment and have a strong understanding of investment strategies and markets, we want to hear from you!

1. Provide exceptional customer service to clients by understanding their financial goals and developing personalized investment strategies.
2. Stay up-to-date on financial markets and investment trends to effectively advise clients on their portfolios.
3. Collaborate with colleagues and other financial experts to develop and implement investment strategies for clients.
4. Build and maintain strong relationships with clients, providing them with ongoing support and guidance.
5. Conduct thorough analysis of clients' financial situations and risk tolerance to determine appropriate investment recommendations.
6. Educate clients on various investment options and provide them with the necessary information to make informed decisions.
7. Monitor and track client portfolios to ensure they align with their financial goals and make adjustments when necessary.
8. Continuously evaluate and improve upon investment strategies and processes to better serve clients.
9. Meet and exceed individual and team performance goals.
10. Adhere to all regulatory and compliance guidelines to ensure the protection of clients' assets.
11. Represent the company professionally and positively in all client interactions.
12. Act as a brand ambassador for UBS and promote the company's values and mission.
13. Maintain accurate and organized client records and documentation.
14. Continuously develop and enhance knowledge of the financial industry and investment strategies.
15. Actively contribute to a positive and collaborative team culture.

According to JobzMall, the average salary range for a Active Portfolio Advisor in Zürich, Switzerland is between CHF 90,000 and CHF 140,000 per year. This may vary depending on the specific company, experience level, and other factors such as bonuses and benefits.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.