UHNW Portfolio Strategist – Asset Allocation
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Finance & Banking
Job Description & How to Apply Below
UBS Group AG is seeking a Portfolio Strategist in the Portfolio Advisory Group to provide investment guidance to Financial Advisors and Ultra High Net Worth clients. The role centers on asset allocation, portfolio construction, and product/platform fulfillment from the Palm Beach, Florida area.
You will work with senior leadership and advisors, conducting in-depth portfolio analysis and delivering client-ready presentations.
This opening is for the UHNW Portfolio Strategist – Asset Allocation role at UBS.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in West Palm Beach, FL, United States.
This opportunity is part of our work in Management & Operations, Sales.
The advertised compensation is 140..
We aim to respond to suitable candidates as soon as possible.
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