Investment Specialist

7 days ago

Singapore UBS Full time

Singapore
- Sales
- Global Wealth Management

**Job Reference #**
- 261646BR

**City**
- Singapore

**Job Type**
- Full Time

**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 Advisory & Sales team as an Investment Specialist (IS) to help us provide efficient & high quality support to client advisors (CAs) and clients.
- You will:
- Act as Investment Specialist to the entire range of investment offerings with a focus on UBS Manage (Discretionary Portfolio Management) and UBS Advice (Advisory portfolios)
- Drive sales of UBS Manage and UBS Advice together with CAs, as well as Investment Funds and Alternative Investments in close collaboration with other specialists
- Participate in client meetings regarding acquisition, review and retention of above mentioned solutions
- Gather client advisor and client insights to drive client solution development opportunities
- Give clients an excellent experience, in collaboration with other specialists, as well as our Chief Investment Office (CIO) and Global Investment Management
- Work with a team of highly motivated and experienced investment specialists and help to continuously improve processes through regular knowledge exchange
- Follow and adhere to the UBS code of ethics and the relevant cross-border regulations

**Your Career Comeback**

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

**Your expertise**
- You have- At least 10 years of experience in sales and of financial solutions, preferably with a discretionary portfolio management background
- In-depth analytical skills that you’ve applied to multi asset class portfolios
- Proven presentation skills in front of clients and client advisors (you’re persuasive)
- An advanced degree in the area of finance. CFA a definite plus

You are- Client focused and motivated to work in partnership with front to back stakeholders
- Sales and service oriented
- Self-motivated and reliable with excellent communication skills
- Able to work under pressure and perfectly organized
- Fluent in English; business Mandarin and other languages as a plus

**About us**
- UBS is the world’s largest and 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.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

**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?

**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.

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