Taiwan

Sales

Global Wealth Management

Your role

Are you a seasoned lending professional with deep Lombard expertise and a strong sense of ownership? Do you enjoy leading people while remaining hands on in complex transactions and strategic initiatives?
We are looking for a Director – Team Lead Lombard Lending & Deposits to lead the delivery of secured lending and deposits solutions in Taiwan. This is a senior role combining client-facing origination, product ownership and line management responsibility, with accountability for business growth, risk stewardship and people development.
In this role, you will be accountable for:
Lombard Lending Origination & Structuring
• act as the senior subject matter expert for Lombard lending in Taiwan, supporting Client Advisors and clients across the end to end financing lifecycle
• originate, structure and execute complex and bespoke Lombard lending transactions
o act as transaction lead for higher-risk or strategically important cases
o provide subject matter expertise and guidance for smaller/ less complex transactions
• develop and promote leverage solutions to client advisors to generate client interest and leverage demand
• drive sales momentum and conversion by identifying lending opportunities within existing and new client relationships
• provide expert guidance on pricing, leverage, structuring and risk trade offs, ensuring appropriate and sustainable use of credit
• participate in selected direct client interactions alongside Client Advisors to support origination, execution and client education
Deposits Business Ownership & Pricing
• serve as the local functional owner for the deposits business in Taiwan, with responsibility for product oversight, pricing discipline and commercial outcomes
• perform deposit pricing and balance sheet analysis, supporting business decisions and sales initiatives
• design and drive deposit sales campaigns in close partnership with control functions and frontline leadership
• liaise with Group Treasury and Investment Banking on funding considerations, pricing frameworks and group balance sheet preferences
• ensure clear and consistent communication of deposit strategy, pricing guidance and constraints to the business
People & Line Management
• line manage, coach and develop two team members, setting clear objectives and supporting their professional growth
• allocate deal responsibilities and product tasks appropriately, ensuring high-quality execution and knowledge transfer
• foster a strong team culture grounded in collaboration, accountability, risk awareness and client focus
• provide structured feedback, performance input and career guidance in line with UBS people principles
Product, Risk & Control Responsibilities
• maintain ownership of the local Lombard and deposits product shelf, including product maintenance, governance and pricing frameworks
• ensure compliance with local regulation and UBS internal policies, fulfilling first-line risk management responsibilities
• oversee portfolio monitoring, reporting and issue remediation in partnership with Risk, Legal and Compliance
• stay abreast of market developments, competitor activity and regulatory change, proactively adapting local offerings
Strategy, Change & Stakeholder Management
• develop and execute local lending and deposits growth strategies aligned with regional and global objectives
• contribute to new product development and enhancement initiatives with Global Lending distribution teams
• act as the local interface with IT and change teams on system enhancements, process improvements and digitisation initiatives
• collaborate extensively across Wealth Management, Credit Risk, Investments and Banking to deliver integrated client solutions

Job Reference #

338800BR

City

Taipei

Job Type

Full Time

Your team

You will lead Lombard lending and deposits activities within the Global Lending team in UBS Global Wealth Management Taiwan. The team works closely with Client Advisors, control functions and regional stakeholders to deliver financing and balance sheet solutions to high net worth and ultra high net worth clients.
As a Director, you will play a pivotal role in shaping local strategy, driving revenues, developing talent and upholding UBS’s strong risk and client standards.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

You have:
• typically 7–12+ years’ experience in lending, credit or structured financing within wealth management, private banking or corporate banking
• deep, hands on expertise in Lombard lending, including complex structuring and credit assessment
• solid understanding of deposit products, pricing dynamics and balance sheet management
• proven experience working with risk and control functions in a regulated environment
• prior people management or mentoring experience is a plus, with the ability to develop junior talent
You are:
• commercially driven, analytical and comfortable balancing growth with risk discipline
• a credible senior partner to Client Advisors and internal stakeholders
• highly organised, resilient and able to operate effectively under pressure
• a clear and persuasive communicator, adapting style to different audiences
• fluent in English and Chinese to support the local client base

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.