Singapore

Sales

Global Wealth Management

Your role

Do you want to maximize the benefits of a global franchise for the good of clients? Do you have expertise across a range of asset classes and markets? Do you have a proven track record advising clients in discretionary and advisory portfolios?

We are offering you the opportunity to join our WM A&S Mandate Specialist team.

You will:
- Act as mandate specialist for client advisors in the SEA region to the entire range of UBS Manage (discretionary) and UBS Advice (advisory) offerings
- Drive sales and revenues of UBS Manage and UBS Advice together with client advisors
- Actively participate in client meetings regarding acquisition, review and retention of above mentioned solutions
- Give clients an excellent experience, in collaboration with other specialists, as well as our Chief Investment Office (CIO) and Global Investment Management
- Gather client advisor and client insights to guide product development
- Work with a team of highly motivated and experienced investment specialists and help to continuously improve processes through regular best practice exchange
- Follow and adhere to the UBS code of ethics and the relevant cross-border regulations

Job Reference #

319037BR

City

Singapore

Job Type

Full Time

Your team

You'll be working in the WM A&S Mandate Specialists team at 9 Penang Road. The team consists of mandate specialists who are responsible for UBS Manage & UBS Advice sales and revenues. The mandate specialists partner with client advisors to assess portfolios and propose investment solutions based on the client’s total wealth and client’s need.

Your expertise

- An advanced degree in the area of finance; CFA, CAIA a definite plus
- Experience in sales and marketing of financial products and analytical skills that you’ve applied to multi-asset portfolios
- Experience in a similar role dealing with Wealth Management clients and/or supporting client advisors
- Proven presentation skills in front of clients and client advisors
- The ability to work accurately, efficiently and independently
- Client focused and a proactive team player with a successful track record in a demanding and dynamic environment
- Sales and service oriented
- Self-motivated and reliable with excellent communication skills
- Open to apply digital means (iPad / video conferencing) when engaging with clients and client advisors
- Able to work under pressure and perfectly organized
- Fluent in English & business Mandarin to service the Greater China Clients)

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.

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. 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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.