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UBS

Global bank and wealth management group

Advisory Specialist - Middle East

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeGeneva, SwitzerlandNo salary listedIn-person

About the Job

Requirements

  • A university degree or equivalent level of education is required.
  • Several years of experience in investment advisory is required.
  • Sound expertise in financial products and financial services is required.
  • Fluency in English is required.
  • The role requires confidence in dealing with cultural and linguistic diversity and the ability to use sound judgment when exploring AI workflow improvements, validating outputs, and aligning with policies, risk standards, and ethical use.

Responsibilities

  • Take care of clients’ investment portfolios.
  • Provide high-quality investment solutions in close collaboration with other team members.
  • Comply with all regulations, guidelines, and standards as a contribution to an effective risk culture.
  • Support the front organization of the Middle East markets as an advisory specialist in collaboration with the Advisory & Sales Team and Middle East Team.

Desired Qualifications

  • An additional certification such as CFA is ideal.
  • Arabic language skills are a plus.
  • Passion for sales and investment advice is desired.
  • Strong service orientation and the ability to deliver an impressive advisory experience are desired.
  • Excellent communication and presentation skills are desired.
  • Curiosity about technological progress and openness to digitalization are desired.

About the Company

UBS

Global bank and wealth management group

UBS is a Swiss multinational bank and the world’s largest wealth manager. It serves private, corporate, and institutional clients worldwide through four divisions—Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank—offering services from investment advice and portfolios to everyday banking and lending. Its size and diversified business lines set it apart, and its 2024 merger with Credit Suisse expanded its client base and capabilities. The goal is to grow client assets, provide comprehensive financial solutions, and maintain profitability across a global network.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998

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