UBS

Risk Manager – Financial Advisor Discretionary Portfolios

UBS
New Jersey, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a skilled and experienced Risk Manager with a passion for financial advising? Do you thrive in fast-paced and dynamic environments, always staying ahead of market trends and potential risks? If so, we have an exciting opportunity for you to join our team at UBS as a Risk Manager – Financial Advisor Discretionary Portfolios. In this role, you will play a critical role in managing investment risks for our clients and advising our financial advisors on discretionary portfolio strategies. We are looking for a highly analytical and detail-oriented individual with a strong understanding of financial markets and regulations. If you possess a strong sense of personal accountability and have a proven track record of success in risk management, we invite you to apply for this position.

  1. Develop and implement risk management strategies for discretionary portfolios, including monitoring and analyzing market trends and potential risks.
  2. Advise financial advisors on portfolio strategies and provide recommendations for risk mitigation.
  3. Conduct regular risk assessments and identify potential areas of concern for clients' portfolios.
  4. Stay informed on industry regulations and changes in financial markets to ensure compliance and mitigate potential risks.
  5. Collaborate with other risk management and compliance teams to ensure overall risk management strategy is aligned with company goals.
  6. Monitor and report on the performance of discretionary portfolios and provide insights and recommendations to improve risk-adjusted returns.
  7. Communicate complex risk concepts to non-technical audiences, including financial advisors and clients.
  8. Conduct in-depth analysis of various asset classes and make informed decisions on portfolio rebalancing and asset allocation.
  9. Develop and maintain relationships with key internal stakeholders and external partners to stay informed on market trends and potential risks.
  10. Continuously review and enhance risk management processes and procedures to ensure alignment with industry best practices.
  11. Train and mentor junior risk management team members, providing guidance and support as needed.
  12. Maintain a high level of personal accountability and integrity in all risk management decisions and actions.
Where is this job?
This job is located at New Jersey, USA
Job Qualifications

  • Bachelor's Degree In Finance, Economics, Or A Related Field: A Strong Educational Background In Finance Is Essential For A Risk Manager At Ubs. This Provides A Solid Foundation In Financial Principles And Analytical Skills Necessary For The Role.

  • Relevant Work Experience In Risk Management: At Least 3-5 Years Of Experience In Risk Management Within The Financial Industry Is Typically Required For This Role. This Ensures That The Candidate Has A Thorough Understanding Of Financial Markets And Risk Assessment Techniques.

  • Knowledge Of Regulatory Compliance: A Risk Manager At Ubs Must Have A Strong Understanding Of Regulatory Requirements And Compliance Standards In The Financial Industry. This Includes Knowledge Of Anti-Money Laundering (Aml) Laws And Regulations.

  • Strong Analytical And Problem-Solving Skills: The Ability To Analyze Complex Financial Data, Identify Potential Risks, And Develop Effective Risk Management Strategies Is Crucial For This Role. A Candidate Should Also Have Strong Problem-Solving Skills To Address Potential Issues Proactively.

  • Excellent Communication And Interpersonal Skills: As A Risk Manager At Ubs, The Candidate Will Be Working Closely With Financial Advisors And Other Team Members. Therefore, Strong Communication And Interpersonal Skills Are Necessary To Effectively Communicate Risk Assessments And Recommendations To Various Stakeholders.

Required Skills

  • Risk Management

  • Financial Analysis

  • Market Research

  • Portfolio Management

  • Risk assessment

  • Asset allocation

  • Investment planning

  • Portfolio

  • Investment Strategies

  • Wealth Preservation

  • Asset Valuation

  • Asset Diversification

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Risk Manager – Financial Advisor Discretionary Portfolios in New Jersey, USA is $104,000 to $148,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or organization. Some risk managers may also receive additional compensation such as bonuses or commissions based on their performance.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 3rd, 2026
Apply BeforeMay 3rd, 2026
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About UBS

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.

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