Job offer
Product Specialist
UBS is looking for a Product Specialist (until 31.07.2026) for Global Wealth Management who is client-centric and digitally savvy and wants to contribute to the transformation of investment advisory. The specialist is expected to create client-specific investment proposals and support the optimization of portfolio methods.
Job description
Your role
Do you have an entrepreneurial mindset and are you eager to understand and fulfill our clients' needs? Are you passionate about digitalization and want to take part in transforming the way we provide investment advice to our clients?
Tasks
- deeply understand the needs of our clients looking for investment advice and support them and our client advisors by coming up with personalized and relevant investment proposals
- work jointly with central team to enable a smooth transition of Credit Suisse clients to UBS
- closely engage with our methodology specialists to further evolve the portfolio optimization methods in line with client and client advisor needs
Your expertise
- working in agile environments with
- delivery of complex banking products
- 2-5 years' experience in the financial
- a bachelor's or master's degree in finance or a related field
- team player with an enthusiastic and fluent in English, German is a plus
We offer
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.
- new challenges
- a supportive team
- opportunities to grow
- flexible working options when possible
- an inclusive culture
Further information
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process.
UBS is an Equal Opportunity Employer.
Job details
