Equity Sales

Responsibilities

• Provide Capital Markets solutions to wealth management clients across various asset classes based on CIO House View and market developments.
• Manage internal and external marketing and sales efforts for Capital Markets solutions, focusing on global equities (Hong Kong/China, US, Japan, etc.).
• Prepare and deliver clear, concise, and compelling equity ideas and sales narratives to clients.
• Monitor financial market trends, economic developments, and news to identify investment opportunities.
• Update clients on developments affecting key investment theses and market conditions.
• Identify potential sales opportunities, organize collaborative actions, and track progress.
• Manage daily product offering processes to improve efficiency and enhance client service experiences.

Requirements

• University degree.
• Proven experience in the Capital Markets field.
• Strong technical background in financial markets, preferably in global equities.
• Direct client-facing experience with strong interaction and servicing skills.
• Proficiency in business Mandarin to service clients in North Asia.
• Strong verbal and written communication skills.
• Ability to work independently and deliver precise, quality work.

Preferred Qualifications

• CFA designation or progress toward certification.
• Deep understanding of different market rules and regulations.

About the Company

UBS is a leading global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities, operating in more than 50 markets around the globe. We place collaboration at the heart of everything we do to drive ongoing success for our clients and employees.