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UBS

Investment bank and wealth, asset manager

Distribution Specialist

Account ManagementConfirmed live in the last 24 hours
Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

  • At least 3 years of experience in investment management, asset management, or client relationship management for international private banking clients.
  • Corporate finance skills.
  • Experience in sales and marketing of financial products.
  • Fluency in English and Mandarin to service North Asian clients.
  • Curiosity about using artificial intelligence to improve workflows, with sound judgment to validate outputs and align with policies, risk standards, and ethical use.

Responsibilities

  • Distribute the full range of Direct Investments Group offerings, including IPO opportunities from the equity capital markets syndicate.
  • Support the team in deepening client advisor awareness and increasing sales volumes across Direct Investments Group opportunities.
  • Support client advisors in marketing and executing Direct Investments Group products.
  • Conduct sales meetings and create action plans for engaging client advisors and desk heads.
  • Collaborate with client advisors in external meetings and actively contribute to client acquisition, reviews, and aftersales support.

About the Company

UBS

Investment bank and wealth, asset manager

UBS provides wealth management, asset management, investment banking, and private banking services to private, corporate, institutional, and retail clients worldwide. It offers advisory and investment products for wealth and asset management, as well as lending and banking services in Switzerland. Its investment bank handles advisory, underwriting, and sales and trading across equities, fixed income, rates, and foreign exchange. UBS differentiates itself by delivering a globally integrated suite of financial services across multiple client types and asset classes, combining private banking with large-scale investment banking and asset management to generate fees, interest, and trading income. Its goal is to help clients grow and protect wealth while maintaining diversified, profitable revenue streams.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998

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