Funds Specialist

Responsibilities

• Advise clients in South East Asia on investment funds and portfolio asset allocation in collaboration with client advisors and CIO views
• Provide sales and after-sales service support to clients and advisors, including conducting portfolio reviews
• Drive fund penetration within client portfolios and cross-sell other asset classes using a holistic approach
• Organize marketing activities, including internal training and client-facing events

Requirements

• At least 10 years of experience in the financial industry, specifically in client servicing or product teams
• Proven experience advising clients on investment funds
• Excellent communication and interpersonal skills with the ability to deliver information concisely and convincingly
• Fluency in English is required
• Proficiency in Mandarin is preferred to facilitate communication with Mandarin-speaking clients
• Strong team player with high standards of ethical and professional behavior

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 our people.