Job offer
Product Specialist
UBS is looking for a Product Specialist (until 31.07.2026) for Global Wealth Management in Zurich who is client-centric and contributes to the development of personalized investment proposals and the optimization of portfolio methodologies. The specialist will also support the integration of Credit Suisse clients into UBS.
Job description
Your role
- Do you have an entrepreneurial attitude and do you strive to understand and meet the needs of our customers?
- Are you passionate about digitalization and would you like to participate in the transformation of our investment advice for clients?
Tasks
- Deep understanding of the needs of our clients seeking investment advice and supporting them and our relationship managers by developing personalized and relevant investment proposals
- Working with the central team to facilitate a smooth transition of Credit Suisse clients to UBS
- Work closely with our methodology specialists to further develop portfolio optimization methods in line with the needs of clients and client advisors
Your expertise
- Experience in agile environments
- Delivery of complex banking products
- 2-5 years experience in finance
- Bachelor's or Master's degree in finance or a related field
- Team player with an enthusiastic and fluent command of English, knowledge of German is a plus
We offer
- New challenges
- a supportive team
- Opportunities for growth
- Flexible working options, if possible
- an inclusive culture that promotes the diversity of our employees
- the use of artificial intelligence (AI) to work smarter and more efficiently
Job details
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