India

Business management, administration and support

Global Wealth Management

Your role

Are you experienced in working with large databases of information? Do you know how to execute on regular business reporting and are you knowledgeable about Wealth Management products? We are looking for candidates like that who can help us

• analyze, synthesize and provide insights to product managers
• build cohesive materials like business presentations and reports
• construct business metric reports
• provide business analysis with a focus on: advisory, mutual funds, insurance/annuities, financial planning, and risk management
• support advisory programs and investment product business in their daily operations
• collect and organize information for risk monitoring and reviews

Job Reference #

318778BR

City

Mumbai

Job Type

Full Time

Your team

You will be working in the Global Wealth Management Americas - Advisory Planning & Products (APP). Advisory Planning & Products (APP)'s vision and mission is to be the leading provider of wealth management APP to (Ultra) High Net Worth clients and prospects and the firm of choice for the industry's best Financial Advisors. APP accomplishes this by enabling our Advisors to deliver a planning-driven, differentiated client experience supported by industry-leading intellectual capital, investment excellence and integrated tools and platforms.
Your expertise:

You have:
• a bachelor's degree required, higher degree preferred
• 6+ years of experience in business management, business reporting or risk management
• a wide degree of business / product knowledge, technology savvy, and people skills
• familiarity working with large databases in multiple systems (i.e access, excel,vba, SQL)
• strong communication skills, to both technical and non-technical audiences

Your expertise

You are :
• proactive and detail-oriented, yet comfortable working in a dynamic environment
• highly motivated, able to work independently and apply own initiative


Preferably you also have:
• experience in Wealth Management and/or Business Reporting
• Knowledge of Audit Reports – Pre and Post Compliance Reporting
• Stakeholder Reporting, Handling MIS Data
• Knowledge of SQL Query/Coding would be an added Advantage

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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.

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.