WM – IPS Investment Fund Sales

Job description

Description

Portfolio Specialist is the product specialist of Investment Fund in IPS, who is in charge of fund promotion.

- Promoting fund business from product side, including mutual funds, alternative fund, balance funds
- Working closely with Client Advisor to understand clients demand
- Provide fund education session to Client Advisor, update fund performance and provide market information relating to funds time to time
- Joint call with Client Advisor, preparing marketing material
- Contact Asset managers and select funds launched for the fund shelf
- Making business plan, strategy and implementation of Investment Fund business in WM Japan
- Occasional travel may be required

A successful candidate should have:
- Knowledge of market, funds and portfolio theory
- Good communicator & strong business drive
- JSDA 1 & 2 required
- Desirable the experience as product development for retail clients in AM company or Japanese securities firm.
- University degree or equivalent qualification
- Native level Japanese as well as Business level English

What we offer

UBS offers talented individuals around the world a challenging, diverse and supportive working environment in which passion, commitment and hard work are valued and rewarded.

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Take the next step

Fitting in at UBS means being passionate and motivated about what you do. If you like collaborating, are used to challenging others and being challenged in return, then you have the right attitude to thrive in our environment. Want to become part of our team? 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.