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 advice. The specialist is expected to create client-specific investment proposals and drive the optimization of portfolio methods.
Job description
Your role
- Do you have an entrepreneurial mindset and strive to understand and meet the needs of our customers?
- Are you passionate about digitalization and want to participate in the transformation of our investment advice for clients?
- A deep understanding of the needs of our clients seeking investment advice, supporting them and our client advisors with personalized and relevant investment proposals.
- Work with the central team to ensure a smooth transfer 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
- a 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 brings out the best in our employees
- the use of artificial intelligence (AI) to work smarter and more efficiently
- Collaboration at the heart of everything we do
Job details
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