Wholesale Client Relationship Manager

Shanghai, China
Aug 25, 2017
Aug 30, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time


Job Type
Full Time

Your role
We are looking for someone for Asset Management's domestic wholesale business based in Shanghai to
- look after and develop domestic third party wholesale and UBS Wealth Management channels
- work closely with other teams internally and distribution channels externally in product onboarding, pitching and distribution
- coordinate different teams to bring the best investment management experience to clients and investors
- provide sales support for senior members of the sales team

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 almost 900 offices and more than 50 countries. Do you want to be one of us?

Your team
You will be based in Shanghai. The China Wholesale Team is responsible for client relationship with Chinese wholesale partners as well as UBS Wealth Management franchise in China
- Located in Hong Kong and Shanghai, the team aims to bring Asset Management's products and investment management solutions, onshore and offshore, to Chinese investors via external and internal distribution channel

Your experience and skills
- Bachelor's degree from a top-tier university. A higher degree in Finance or business administration and professional designations such as CFA will be a plus
- At least 5 years' experience in a global bank or asset management firm. Direct wholesale distribution experience will be preferred
- Native speaker of Mandarin and fluent in English
- AMAC license examination passed

What we offer
Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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