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UBS · 1 day ago

Portfolio Advisory Group International Strategist

California, United States

Full-time

Onsite

Senior Level

$140K/yr - $180K/yr

UBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Portfolio Advisory Group International Strategist to provide customized asset allocation and portfolio construction advice to international financial advisors and their ultra-high net worth clients, while collaborating with various partners to enhance client service offerings.

Asset ManagementBankingFinancial ServicesWealth Management

H1B Sponsor Likely

Responsibilities

Deliver customized asset allocation and portfolio construction advice to our international financial advisors and their ultra-high net worth ("UHNW") clients

Synthesize the firm's intellectual capital for financial advisors and their UHNW clients

Meet directly with UHNW clients to help drive net asset growth for the firm

Form key strategic partnerships across the firm, including those with field leaders and peers

Contribute to the production of original investment content for internal and external distribution

Collaborate with key partners such as Unified Global Markets, Unified Global Banking, Wealth Planning, Family Advisory & Philanthropy, and Family Office Solutions to effectively deliver all our capabilities to our UHNW clients

Qualification

Wealth management experiencePortfolio constructionMandarin ChineseGlobal financial markets knowledgeManager searchSelectionSeries 7 licenseSeries 66 licenseCFA certificationCPA certificationCAIA certificationInterpersonal skillsPresentation skillsOrganizational skillsTime managementTeam playerCreative thinking

Required

fluency in Mandarin Chinese

extensive experience working in wealth management, private banks or asset management firms, focusing on international and cross-border business

strong knowledge of global financial markets and willingness to express your views

deep knowledge of multi-asset class portfolio construction

ability to articulate research and implement in a portfolio context

experience working with and presenting to international high net worth and UHNW clients

familiarity with UHNW non-investment solutions including wealth planning, philanthropy and banking

deep knowledge of both traditional and non-traditional investments, including, but not limited to, Hedge Funds, Private Equity, Private Real Estate, Structured Solutions, Separately Managed Accounts, Mutual Funds, and Exchange Traded Funds

extensive experience with manager search and selection

series 7 and 66 licenses, bachelor's degree required

Preferred

CFA, CPA, or CAIA or equivalent knowledge strongly preferred

Company

UBS

Glassdoor3.9

UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.

Founded in 1998

Zürich, Zurich, CHE

10001+ employees

https://www.ubs.com

H1B Sponsorship

UBS has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (8)

2024 (7)

2023 (3)

2022 (6)

2021 (5)

2020 (4)

Funding

Current Stage

Public Company

Total Funding

$12.57B

2025-11-03Post Ipo Debt· $3.25B

2025-09-09Post Ipo Debt· $1.17B

2024-09-06Post Ipo Debt· $1.5B

Leadership Team

Sergio P. Ermotti

Group Chief Executive Officer

James Walker

Head CTO for Core Technology & Platforms

Recent News

bloomberglaw.com

UBS Compromise Plan Gets Backing of Largest Swiss Party (2)

2026-01-08

TradingView

UBS Draws Around $10 Billion Bids For Additional Tier 1 Sale - Bloomberg News

2026-01-05

Bank Think

Tech executive departs UBS to become CEO of N26

2026-01-03

Company data provided by crunchbase