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Advisory Specialist – Middle East

UBS · Genève

New
Mid 🇬🇧 English
CFA

Job description

About the role

UBS is seeking an Advisory Specialist to support clients in the Middle East, focusing on investment portfolio management and delivering high‑quality advisory solutions.

Key responsibilities

  • Manage client investment portfolios and provide tailored investment advice.
  • Collaborate closely with the Advisory & Sales Team and the Middle East Team covering Egypt and North Africa.
  • Ensure compliance with regulations, guidelines, and risk standards.
  • Leverage AI and digital tools to improve workflow efficiency while maintaining sound judgment.

Required profile

  • University degree or equivalent, preferably with CFA certification.
  • Several years of experience in investment advisory.
  • Strong service orientation and ability to deliver an impressive advisory experience.
  • Fluent in English; Arabic is a plus.

Required skills

  • CFA certification

Questions fréquentes

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Published 17 hours ago

Expires 1 month from now

5 views · 0 interested

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UBS

Genève