Investment Specialist (Partner Access)

Mission

We’re looking for a front-oriented Investment Specialist to advise clients, execute trades, and grow business across our Wealth Management (WM) and External Asset Manager (EAM) segments. You’ll combine revenue generation with strong risk management, client engagement, and continuous process/tool improvement to drive quality, volume, and profitability.

Main responsibilities

Advisory & Execution

• Deliver investment advice aligned with UBP’s views and clients’ portfolios
• Receive and execute client orders across channels (Bloomberg, phone, email) with high execution quality
• Internalize flows where possible (Structured Products, AMC, UBAM funds, PMG, OTC derivatives)

Client Engagement

• Proactively share ideas and marketing materials; tailor pitches using portfolio and flow analysis
• Support Relationship Managers in client meetings, prospecting, and follow‑ups to deepen relati...