• demonstrable growth track record evidenced by strong financial results
• customized portfolio construction advice to ultra-high net worth clients/prospects
• production of bespoke presentations that outline our research, capabilities and views on asset allocation, portfolio construction and product fulfillment
• develop fluency in all aspects of portfolio construction and effectively use all asset classes necessary to implement both strategic and tactical asset allocations
• develop key partnerships throughout the firm to cultivate extensive knowledge of platforms and product offerings (traditional and non-traditional)
• contribute to the production of original investment content for internal and external distributionExperience in cross asset best execution
• portfolio reviews and portfolio health checks
• advanced spoken and written communication skills
• sound understanding of the bank’s investment solutions and ability to drive sales and partner with specialists when required
• a valid and active Series 7, 66, 3 is required or must be obtained within 90 days of starting role.

Detailed salary information:
• New York: the salary range for this role is $135000 to $175000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.