Senior Investment Management Mandate Specialist recruitment
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.
Key tasks and responsibilities include:
- Primary responsibility for discretionary mandate sales to UBS Wealth Management Clients and small institutions
- Represent the UBS Investment Management Discretionary Mandate offering and customized capabilities to UBS Client Advisors as well as to external UBS Clients
- Collaboration with HK-based Wealth Management Client Advisors covering primarily Hong Kong, China, and Taiwan Client Markets
- Close collaboration and partnership with various other internal UBS Investment Specialists to deliver the overall UBS Wealth Management client experience
Our ideal candidate should have the following requisites:
- 10+ years of Financial Services industry experience, preferably within Discretionary Asset Management within a Wealth Management or Asset Management institution
- Command a level of seniority which enables him or her to deal credibly with ultra high net worth clients and be fully accepted as an appropriate counterpart
- Proven track record in an investment specialist sales role
- Excellent sales, communication, and presentation skills
- Ability to deliver clear, meaningful and well-structured information and complex messages convincingly and concisely
- Broad and deep understanding of financial markets and portfolio management
- Experience managing and/or advising on multi-asset-class portfolios throughout a cycle (preferably through several cycles) preferred
- Client-focused, results-oriented team player with highest standards of ethical and professional behaviour
- Higher education credentials in finance /or economics (CFA, MBA, or similar) required
- Fluency in Cantonese or Mandarin strongly preferred
It starts with you:
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.
To read more about this opportunity and to submit your application, please click on the Apply for Job button. You will be redirected to the UBS career website where you can submit your CV. All applications 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.