First Vice President, Financial Advisor

Your role

UBS Financial Services INC is seeking a First Vice President, Financial Advisor in New York, NY

Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?

• Provide comprehensive wealth management for international clients, primarily in Latin America. Work with multiple foreign currencies and transactions.
• Maintain contacts in, and cultural understanding of countries in which clients are serviced. Study and evaluate global financial and economic factors and financial accounting reports to measure and track business and financial performance.
• Triage with offshore investors to develop comprehensive investment strategies and programs focusing on specific financial, business and product factors. Evaluate internal and external business and related financial data on current and prospective international clients.
• Perform research for and analyze investment opportunities for offshore clientele with understanding of the special needs, products and legal structures used by offshore clientele and the firm’s business with them. Prepare and present verbal and written communications, reports and presentations to international clients, dealing with individual clients’ options and the Firm’s advice.
• Can work hybrid (In-office/remote).

Salary Range &

Work Schedule:

$179,088 to $250,000 /year, 40 hrs/wk. This notice is being posted in connection with an application for permanent Alien Labor Certification. Any person may comment or provide documentary evidence bearing on this application to: U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210. 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

Full Time

341639

New York

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients. You’ll be working with the Financial Advisor team in New York, NY.

Education & Experience Requirement:

• Master’s degree or foreign equivalent in Business Administration, Finance, Economics, or a related field of study plus 8 years of experience in the job offered or 8 years of experience as a Client Advisor, Wealth Management, or a related occupation.

Alternate Education & Experience Requirement:

• Bachelor’s degree or foreign equivalent in Business Administration, Finance, Economics, or a related field of study and 10 years of experience in the job offered or 10 years of experience as a Client Advisor, Wealth Management or a related occupation in lieu of Master’s degree and 8 years of experience.

Position requires experience with the following:

• Wealth management advisory services to high international net worth clientele; managing and developing client relationships and establishing strategies for acquiring new private clients, business development and risk management;
  Portfolio construction and asset allocation among all asset classes including mutual funds (equity and fixed income), hedge funds, private equity, real estate, structured notes, bonds (corporate and sovereign);
  Selecting alternative investments such as cash, fixed income, equities, foreign currencies, commodities, and discretionary asset management on behalf of clients;
  Formulating hedge fund and option strategies;
  Evaluating global financial and economic factors and financial accounting reports to measure and track business and financial performance;
  Developing comprehensive investment strategies and programs for offshore investors.

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management…