Investment Consultant

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Finance From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

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Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Investment Consultant Do you have the ability to provide holistic investment advice in a portfolio context? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have proven track record advising clients in advisory portfolios across bespoke instruments? We are looking for Investment Consultants (IC) to - partner closely with Client Advisers (CAs) to deliver holistic, client-centric investment advice. - drive portfolio construction and asset allocation by proactively engaging clients with timely portfolio updates, conducting regular reviews, and aligning portfolios with Chief Investment Office (CIO) views while considering clients' risk profiles and investment preferences. - ensure adherence to investment suitability requirements prior to recommendations, execute trades in a timely and accurate manner, and provide ongoing post-trade portfolio monitoring. - collaborate with the CIO and investment product teams to deliver UBS's full suite of investment products and trading capabilities to clients. - contribute to product idea generation and solution development by participating in internal discussions, sharing investment ideas, and enhancing market knowledge and product-pitching capabilities. - mentor and support junior consultants, fostering a culture of continuous learning, professional development, and knowledge sharing within the team.

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