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Investment Advisor - Russian Speaker
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Investment Advisor - Russian Speaker


Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services, including a variety of investment management and advisory mandates, tailored to our clients's specific requirements, objectives and risk profiles. Among UBP professional partners, over 300 independent asset managers have chosen us as their custodian bank, valuing our personalised, flexible services and our transparent fee structure.


Act as the ambassador in WM of the entire IM platform and proactively propose the best-fitted solutions to our clients to ultimately ensure their level of satisfaction and the growth of our business.


Book activation (Clients prospection – Clients Coverage) Systematic for Level 2 potential new accounts Prepare initial investment proposal & meet prospects with RMs

Main responsibilities

  • Platform delivery to WM – Ambassador Role

  • Deliver UBP’s entire investment solutions platform to RMs and Clients (irrespective of Level 2 tagging)

  • From explaining UBP’s investment strategy and the relevant Advisory solutions (incl. SPs, Funds etc.)

  • To promoting DPM value proposition

  • Animate discussions with RMs – through formal channels (for ex. weekly investment meetings) and informally

  • Markets Heads dedicated initiatives (linked to book activation)

  • Trades execution on Level 2 accounts: should be removed from Advisors duty

Core competencies
  • Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility

  • Compliance with regulations and internal directives

  • Deep knowledge and affinity with financial, economic and global capital markets

  • Possess in-depth knowledge of investment products and ability to execute trades for equities, derivatives, fixed income, bonds, warrants and mutual funds

  • Strong client focus, business development and relationship management skills


  • Education: Master Degree
  • Certification: Outstanding academic record with relevant masters/PhD and professional achievement


  • Years of experience: 7-10 : senior
  • Experience in private banking: Mandatory


  • English: Fluent
  • Other: Fluent (Russian)

Personal skills

  • Swiss resident: Mandatory

  • Entrepreneurship and social intelligence
  • Excellent communicator
  • Strong team player

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