Client Advisor, NY Millionaires Desk - Mexico

UBS is a leading global financial services firm. Our Corporate Center partners with each business group around the world to ensure that they operate in an entrepreneurial fashion while following the strategic aims of the company.UBS AG is the world's largest Private Bank with over $500 billion in assets under management. We are a market leader in the industry. Our commitment to innovation, products and services, and, most importantly, our employees have ensured our success.Position description:. Responsible for new client acquisition of affluent investors in Mexico ($300K - 3MM).. Make investment recommendations and provide portfolio management services.. Advise clients regarding various core products such as mutual funds, structured products and manage financial portfolios.. Advise clients on various financial services including letters of credit, trusts and estate planning. . Monitor global financial market conditions including economic, political and legal environments to assess risk exposure.. Identify and develop strategic business development plans.. Work closely with representative office in Mexico and travel to client sites to conduct business activities and maintain key relationships.We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.If you are attracted to joining an organization where every individual’s contribution counts and where your talent will impact on our future, please apply for this position. It starts with you. Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
REQUIREMENTS
Basic Qualifications:. Minimum of 3 years managing Mexico affluent client portfolios and asset allocation. Must have strong network of prospective clients in the region.
. Proven track record in building a book and developing existing clients.
. Experience developing client acquisition methodology and service of offshore clients from the region.
. Minimum of 5 years experience in marketing financial services to affluent investors.
. Experience servicing high net worth individual in Private Banking or brokerage sales environment.
. Must have growth mentality and be very proactive with clients.
. Fluency in Spanish.
. Bachelor's degree, Business or Finance preferred.
. NASD Licenses - Series 7 & 66 required.