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Mandate Specialist – Drive UBS Manage sales across Southeast Asia and partner with client advisors to deliver best investment solutions.
Join UBS in Singapore: maximize global franchise benefits, use AI, collaborate with teams, and impact wealth management.
Your role
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're looking for someone to
- act as a Mandate Specialist for Client Advisors in the Southeast Asia (SEA) region to the entire range of discretionary and advisory offerings, with a focus on UBS Manage solutions (discretionary portfolio management)
- drive sales and revenues of UBS Manage 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
- garner client advisor and client insights to guide product development
- work with a team of highly motivated and experienced mandate 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
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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You’ll be working in the WM Advisory & Sales (A&S) Mandate Specialists team. The team consists of mandate specialists who are responsible for UBS Manage sales and revenues. The mandate specialists partner with client advisors to assess portfolios and propose investment solutions based on the client’s total wealth and client’s need.
Your expertise
an advanced degree in the area of finance; CFA, CAIA a definite plus
- experience in sales and marketing of financial products and analytical skills that you’ve applied to multi-asset portfolios
- experience in a similar role dealing with Wealth Management clients and/or supporting Client Advisors
- proven presentation skills in front of clients and Client Advisors
- ability to work accurately, efficiently and independently
- client focused and a proactive team player with a successful track record in a demanding and dynamic environment
- sales and service oriented
- self-motivated and reliable with excellent communication skills
- open to apply digital means when engaging with clients and client advisors
- able to work under pressure and perfectly organized
- fluent in English and business Mandarin as role may be required to service Greater China clients; other languages a plus
- you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
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 .
How we hire
We may request you to complete one or more assessments during the application process. Learn more