Advisory Specialist - Global Wealth Management

Your role

Do you have experience in the financial market in investment?
We are seeking an Investment Specialist to join our team, focusing on onshore investments for High Net Worth clients. In this role, you will:
• deliver tailored investment recommendations and market updates to sophisticated clients, ensuring their portfolios are aligned with their objectives and the latest market trends.
• oversee the execution of cross-asset products with precision and efficiency, maintaining robust control processes across all asset classes.
• identify and mitigate operational risks in day-to-day execution workflows, ensuring compliance and operational excellence.
• collaborate closely with trading, sales, product, and operations teams to ensure seamless trade lifecycle management and to act as a technical bridge between the front office and product specialists.
• support internal stakeholders with accurate reporting, process improvements, and by sharing technical expertise on investment solutions.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Your team

You will be part of a dynamic, high-performance team based in São Paulo, Brazil, responsible for driving multi-asset class content and opportunities. The Investment Specialists team serves as a central hub for the bank’s product teams and is recognized as the technical arm of the UBS front office. Our group is composed of highly motivated investment professionals with diverse backgrounds, fostering an idea-rich and collaborative environment. While we are known for our dedication and hard work, we maintain a light and informal workplace atmosphere, encouraging open communication and continuous learning.

Your expertise

• demonstrated ability to build trusted relationships with High Net Worth clients, providing bespoke investment solutions and proactive market insights
• prior experience in investment advisory across multiple asset classes, with a strong understanding of onshore investment products and the full trade lifecycle
• strong communication and organizational skills
• excellent analytical skills, with the ability to understand complex investment structures and products, and to manage sophisticated client portfolios
• proactive, responsible, and analytical mindset, with a commitment to operational excellence and risk management
• academic background in engineering, economics, business administration, or related fields; CGA, MBA or CFA certification is a plus
• dedication to fostering an inclusive culture and valuing diverse perspectives

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.