Mandate Specialist
UBS
Do you want to maximize the benefits of a global franchise for the good of clients? Do you have expertise across a range of asset classes and markets? Do you have a proven track record advising clients in discretionary and advisory portfolios?
We are offering you the opportunity to join our WM A&S Mandate Specialist team.
You will:
- Act as mandate specialist for client advisors in the SEA region to the entire range of UBS Manage (discretionary) and UBS Advice (advisory) offerings
- Drive sales and revenues of UBS Manage and UBS Advice together with client advisors
- Actively participate in client meetings regarding acquisition, review and retention of above mentioned solutions
- Give clients an excellent experience, in collaboration with other specialists, as well as our Chief Investment Office (CIO) and Global Investment Management
- Gather client advisor and client insights to guide product development
- Work with a team of highly motivated and experienced investment specialists and help to continuously improve processes through regular best practice exchange
- Follow and adhere to the UBS code of ethics and the relevant cross-border regulations
We are offering you the opportunity to join our WM A&S Mandate Specialist team.
You will:
- Act as mandate specialist for client advisors in the SEA region to the entire range of UBS Manage (discretionary) and UBS Advice (advisory) offerings
- Drive sales and revenues of UBS Manage and UBS Advice together with client advisors
- Actively participate in client meetings regarding acquisition, review and retention of above mentioned solutions
- Give clients an excellent experience, in collaboration with other specialists, as well as our Chief Investment Office (CIO) and Global Investment Management
- Gather client advisor and client insights to guide product development
- Work with a team of highly motivated and experienced investment specialists and help to continuously improve processes through regular best practice exchange
- Follow and adhere to the UBS code of ethics and the relevant cross-border regulations
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