Investment Specialist
- Employer
- UBS
- Location
- Singapore, Singapore
- Salary
- Competitive
- Closing date
- Dec 9, 2021
View more
- Job Function
- Marketing and Public Relations
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
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. The investment 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 and other languages as a plus to service the market coverage
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
From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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.
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. The investment 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 and other languages as a plus to service the market coverage
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
From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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.
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert