Investment Advisor – Cash & Lending Solutions (WM) recruitment
The business area Investment Products Services APAC, Banking Products (BP) provides our client advisors with high quality and tailor-made Cash and Lending solutions. Within BP sits a distribution unit which is focused on providing comprehensive Cash and Lending solutions to match our clients' needs, objectives and expectations.
This is a highly visible front line role and as a product consultant within the BP distribution unit, you will work closely with Key Client Advisors and form an integral part of deal teams working on developing innovative cash and lending solutions for some of the banks largest clients. You will also play a key role in supporting the delivery of client advisor pitches for new business as well as in the implementation of the identified cash and lending based solutions.
Key tasks and responsibilities include:
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- Position Lending as part of a holistic Wealth Management offering and take on responsibility for growing the lending business to meet ambitious lending growth targets
- Proactively identify lending opportunities in the Client's portfolio and provide innovative lending solutions to meet clients financing needs
- Support CA's in the preparation and delivery of client pitches and with the structured cash advisory concept in order to optimize client's portfolio cash allocation
- Work with desk heads and CAs to support them in developing their book of business incl. processes, training etc.
- Provide training and education to ensure CAs have the necessary credit know-how
- Act as feedback loop for CAs towards product development and provide after sales support to CAs and end clients
Our ideal candidate will have the following requisites:
- Minimum of 10 years experience in the financial services industry, preferably within a sales/client facing role with prior experience of pitching new business ideas to sophisticated clients
- Knowledge of the loan execution processes and credit policies in the international and domestic Private Banking market
- Entrepreneurial spirit with experience of developing and growing business lines within a Private / Investment banking environment
- Analytical and conceptual skills of the financial market fundamentals, especially credit
- Strong presentation and public speaking skills, overall an excellent communicator combined with fluency in English. Any other Asian languages would be a definite plus
Take the next step: Did you find what you are looking for? We look forward to hearing from you.
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
To submit your application, please click on the “Apply Online” button. You will be redirected to the UBS career website where you can submit your CV. All applications received through the UBS career website will be reviewed and responded to by the UBS recruitment team.
Disclaimer/ Policy Statement: UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
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