Your role In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new "Ultra High Net Worth (UHNW) Plus" client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs - we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips. Do you excel in helping clients understand and attain their financial objectives? Are you comfortable leading field and client facing situations? Do you have an expertise in asset allocation and portfolio construction? We're looking for a candidate that can: * lead the Portfolio Advisory Group's ("PAG") efforts in the Miami & Florida region * deliver customized asset allocation and portfolio construction advice to our top 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 new asset growth for the firm * form key strategic partnerships within your designated coverage region including those with field leaders and peers * contribute to the production of original investment content for internal and external distribution * collaborate with key partner groups such as estate planning, philanthropy, banking, etc., to effectively deliver all of the strategies and solutions available for our UHNW clientele Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact? Your expertise You have: * extensive experience working in wealth management, private banks or asset management firms * strong knowledge of global financial markets and a 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 high net worth and UHNW clients * familiarity with UHNW non-investment solutions including estate 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 * CFA, CPA, CIMA or CAIA or equivalent knowledge strongly preferred * 10+ years of experience You are: * a skilled communicator, with great presentation skills * excellent at organization, prioritization and time management * a self-starter, ability to independently connect and build relationships * adept at initiating, nurturing and developing strong interpersonal relationships * ideally a CFA, CPA, CIMA or CAIA or equivalent knowledge strongly preferred * LI-UBS About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries.