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UBS

Global bank and wealth management group

HOLT and Data Intelligence Salesperson - Data Intelligence, HOLT Specialist Sales

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

About the Job

Requirements

  • At least 2 years of experience in institutional sales, investment management, or consulting.
  • Strong written and verbal communication skills and confidence interacting with professional clients and senior investors, with the ability to explain complex concepts clearly and intuitively.
  • Strong quantitative and analytical skills, with the ability to interpret financial and valuation concepts.
  • Basic familiarity with artificial intelligence productivity tools and openness to learning emerging agentic and workflow automation frameworks.
  • Curiosity about using artificial intelligence to improve workflows, with sound judgment in validating outputs and aligning with policies, risk standards, and ethical use.

Responsibilities

  • Support adoption and commercialization of HOLT tools and UBS data across institutional investor clients in Asia Pacific.
  • Work closely with senior HOLT sales and Data Intelligence distribution colleagues to develop relationships with hedge funds, asset managers, pension funds, and quantitative funds.
  • Identify opportunities to originate and expand commercial opportunities through increased platform usage, data consumption, and skills to drive product monetization, commercial strategy, and the lifecycle of bringing technical capabilities to market.
  • Generate differentiated investment insights by interpreting HOLT outputs and other technical and analytical data to support product marketing and client engagement.
  • Collaborate with colleagues across Global Markets, Research, and Data Intelligence to deliver value-added solutions and coordinate client engagement activities.
  • Support product enhancement initiatives and identify new use cases for HOLT analytics, automation, and artificial intelligence-enabled solutions, while supporting cross-selling of the broader Data Intelligence product suite.
  • Support the growth and adoption of UBS' proprietary HOLT Lens platform and sell and curate other UBS datasets across institutional clients in Asia Pacific.
  • Develop knowledge to deliver the broader systematic advisory sale, building familiarity with Alpha Capture, Quant Research, and applicable fundamental research products.

Desired Qualifications

  • Experience in financial market data sales is a plus.
  • Familiarity with equity valuation methodologies, financial statement analysis, and financial data is preferred.
  • Exposure to selling financial analytics platforms or investment technology solutions is advantageous.
  • Progress toward the CFA Program or other relevant professional qualifications is a plus.
  • Proficiency in an Asia language such as Mandarin or Japanese is a plus.

About the Company

UBS

Global bank and wealth management group

UBS is a Swiss multinational bank and the world’s largest wealth manager. It serves private, corporate, and institutional clients worldwide through four divisions—Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank—offering services from investment advice and portfolios to everyday banking and lending. Its size and diversified business lines set it apart, and its 2024 merger with Credit Suisse expanded its client base and capabilities. The goal is to grow client assets, provide comprehensive financial solutions, and maintain profitability across a global network.

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

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