Senior Portfolio Strategist - Director

Are you a seasoned finance professional with a strong track record in portfolio management? Do you have a keen understanding of market trends and the ability to develop comprehensive investment strategies? If so, then we have an exciting opportunity for you to join our team as a Senior Portfolio Strategist - Director at UBS.In this role, you will be responsible for leading a team of portfolio strategists to develop and implement investment strategies for our high net worth clients. Your expertise will play a critical role in shaping our clients' portfolios and helping them achieve their financial goals.To excel in this role, you should have at least 10 years of experience in portfolio management, with a proven ability to generate strong investment returns. You must also possess excellent communication and leadership skills, as you will be working closely with both clients and team members.At UBS, we value diversity and are committed to creating an inclusive work environment where everyone can thrive. If you are a driven and dynamic individual looking for a challenging yet rewarding career opportunity, we encourage you to apply for this role.

1. Develop and implement comprehensive investment strategies for high net worth clients.
2. Lead a team of portfolio strategists to ensure alignment with company goals and objectives.
3. Monitor and analyze market trends and economic conditions to inform investment decisions.
4. Collaborate with clients to understand their financial goals and risk tolerance.
5. Generate strong investment returns through careful portfolio management.
6. Stay up-to-date on industry developments and regulations to ensure compliance and mitigate risks.
7. Communicate investment strategies and performance updates to clients in a clear and professional manner.
8. Mentor and coach team members to improve their skills and knowledge.
9. Manage and allocate resources effectively to achieve desired outcomes.
10. Build and maintain relationships with key stakeholders, including clients, colleagues, and industry professionals.
11. Keep accurate records and reports on portfolio performance and client interactions.
12. Promote a culture of diversity and inclusion within the team and the company.
13. Continuously seek opportunities for professional development and stay updated on industry best practices.
14. Represent the company at conferences and events to showcase our expertise and attract new clients.
15. Adhere to all company policies and procedures, as well as regulatory requirements.

According to JobzMall, the average salary range for a Senior Portfolio Strategist - Director in Florida, USA is between $150,000-$200,000 per year. This can vary depending on factors such as location, experience, and company size.

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.