Funds Specialist

Your role

Are you a people person? Do you want to put your enthusiasm in investment to work? We are looking for someone who can help us to:
- advise clients in South East Asia on Investment Funds and the asset allocation in their portfolios - in collaboration with client advisors and in alignment with CIO view
- provide sales & after-sales service support to clients and advisors including portfolio reviews
- help drive fund penetration in clients’ portfolios
- cross-sell other asset classes in a holistic approach
- organize marketing activities including internal and client events

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Your team

You’ll be working in the Funds Investment Solutions team in Singapore. We are a team of fund specialists that takes pride of providing best-in-class solutions to our clients. We work closely with different stakeholders including CIO, client advisors and product partners (both internal and external) to ensure the quality delivery.

Your expertise

- at least 10 years of experience in the financial industry servicing clients or in products teams. Experience in advising clients on funds is preferred
- excellent communicator and interpersonal skills, with ability to deliver information convincingly and concisely
- strong team player with high standards of ethical and professional behavior
- fluency in English. Mandarin is a bonus trait as the role holder may need to liaise with mandarin speaking clients

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.