Investment Specialist

Investment Specialist

CFA Institute
Hong Kong
5-7 years
Not Specified

Job Description


Your team
You will be working in the team of Investment Specialists in Hong Kong with the objective to provide best in class solutions for our clients. We work closely with client advisors taking responsibility for sales and after-sales of discretionary and advisory mandates while also supporting cross-selling of Investment Funds and Alternative Investments.
Your expertise
• 5 -7 years of experience in sales of discretionary/advisory mandates and/or marketing of financial products
• excellent know-how in global financial markets
• a successful track record in a demanding and dynamic environment
• in-depth analytical skills and experience with multi asset class portfolios
• strong presentation skills in front of client advisors and clients, persuasive rhetorical and communicative competence
• an advanced degree in the area of finance. CFA or CAIA are a definite plus
About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us
Join us
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.
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.

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