Mandate Specialist

Role Overview

Are you eager to leverage the advantages of a global financial institution to benefit clients? Do you possess expertise across multiple asset classes and markets with a demonstrated history advising discretionary and advisory portfolios? We seek a Mandate Specialist to support Client Advisors across Southeast Asia, focusing on the UBS Manage suite of discretionary portfolio management solutions.

Key Responsibilities

• Serve as the Mandate Specialist for Client Advisors in SEA for comprehensive discretionary and advisory offerings, particularly UBS Manage solutions.
• Collaborate closely with Client Advisors to boost sales and revenue from UBS Manage products.
• Participate actively in client engagements related to the acquisition, review, and retention of these investment solutions.
• Deliver excellent client experiences in partnership with other specialists, the Chief Investment Office, and Global Investment Management teams.
• Collect insights from Client Advisors and clients to inform product innovation and development.
• Engage with a motivated and experienced specialist team to enhance processes through sharing best practices.
• Adhere strictly to UBS's ethical code and all relevant cross-border regulations.

Team Context

You will join the Wealth Management Advisory & Sales Mandate Specialists team, which focuses on UBS Manage sales and revenue growth by partnering with Client Advisors to tailor portfolio assessments and investment solutions aligned with clients' comprehensive wealth profiles and needs.

Candidate Profile

• Holds an advanced degree in finance; professional qualifications like CFA or CAIA are advantageous.
• Experienced in financial product sales and marketing with strong analytical capabilities applied to multi-asset portfolios.
• Background in a comparable role providing support to Wealth Management clients or Client Advisors.
• Demonstrated proficiency in presenting to clients and Client Advisors.
• Capable of working with high accuracy, efficiency, and independently.
• Client-centric, proactive team player with success in dynamic, demanding environments.
• Sales-driven, service-oriented, self-motivated, reliable, with excellent communication skills.
• Embraces digital tools for client and Client Advisor engagement.
• Skilled in managing stress and maintaining high organization standards.
• Fluent in English and business-level Mandarin to support Greater China clientele; additional languages are beneficial.
• Curious about artificial intelligence applications to enhance workflow creation, delivery, and optimization, exercising sound judgment to ensure compliance with policies, risk parameters, and ethical considerations.

About the Employer

UBS is a premier global wealth manager and leading universal bank headquartered in Zurich, Switzerland, with operations spanning over 50 countries. We prioritize collaboration as our core value, fostering an inclusive culture that encourages diversity and supports employees’ growth through challenges and flexible working arrangements. We integrate AI to enhance operational efficiency and remain committed to equal opportunity employment and disability inclusion.