Investment Specialist

UBS

3.3

Hong Kong

Why you should apply for a job to UBS:

  • 61% say the CEO supports gender diversity

  • Ratings are based on anonymous reviews by Fairygodboss members.
  • UBS provides 20 weeks of gender-neutral paid leave to care for the birth, adoption or foster care placement of a child

  • The Bright Horizons Care Advantage Program offers backup/emergency childcare including Care Advantage benefits & additional family support

  • To date, our Career Comeback Program has helped 230 talented individuals (91% women) launch their career

  • #274453BR

    Position summary

    Are you a people person? Do you know how to spread your enthusiasm about the markets to others? We are looking for someone who can help us:

    • present discretionary and advisory mandate solutions to HNW clients together with client advisors and cross-sell Investment Funds and Alternative Investments in close collaboration with other Advisory & Sales (A&S) specialists
    • drive after-sales activities for mandates and perform regular portfolio review meetings with clients together with client advisors
    • prepare investment proposals using mandate solutions based on the UBS House View and the client's individual investment guidelines
    • closely collaborate with other specialists in Advisory & Sales (A&S), the market units as well as the UBS Chief Investment Office where necessary to ensure excellence in portfolio delivery and client experience
    • give presentations to client advisors and clients to explain the different mandate solutions

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    What are UBS perks and benefits

    Maternity leave coaching

    Backup child care

    Paid paternity

    Paid maternity

    Paid adoptive

    About the company

    Industry: Finance: Diversified

    From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. 

    We work with individuals, families, institutions, and ...

    Why you should apply for a job to UBS:

  • 61% say the CEO supports gender diversity

  • Ratings are based on anonymous reviews by Fairygodboss members.
  • UBS provides 20 weeks of gender-neutral paid leave to care for the birth, adoption or foster care placement of a child

  • The Bright Horizons Care Advantage Program offers backup/emergency childcare including Care Advantage benefits & additional family support

  • To date, our Career Comeback Program has helped 230 talented individuals (91% women) launch their career