India

Fund Services, Product Management and Development

Global Wealth Management

Your role

Do you have interest in developing and managing wealth management products? Do you enjoying researching on fund managers & investment strategies? Are you accustomed to juggling multiple stakeholders and topics at once, with a keen interest in financial markets? We are looking people for multiple roles to:

• Support our Product & Portfolio Managers and Funds specialist to develop and manage Investment Products
• Work with on-shore specialists to drive sales effort via enhanced pre- and after-sales services
• Observe trends, formulate and assess product ideas, and submit corresponding proposals for new products or product modifications
• Manage the Business Risk, Product risk and control requirements to ensure compliance in all areas
• Lead projects and contribute specialist knowledge as a subject matter expert to initiatives where required
• Ensure proper governance, control and regulatory adherence of our product offering
• Access and manage data to deliver information that drives improvements to our business

Job Reference #

317933BR

City

Mumbai

Job Type

Full Time

Your team

You’ll be working in the CIO Global Investment Management APAC team within Global Wealth management division based in Mumbai, India. We manage the delivery to our client facing units of an extensive range of Wealth management products for our clients in Hong Kong and Singapore, working closely with our counterparts in Switzerland and other APAC locations (Taiwan, Japan, China, India, Australia) to ensure common standards and cooperation. Our role leads us to interact frequently with a wide range of internal stakeholders such as Legal, Compliance, IT, Sales, Fund Execution, Operations, and Risk Units, as well as external stakeholders, including the asset management companies that manage the funds we offer our clients

Your expertise

• You hold a University degree in Engineering or Business Administration or Finance or Economics. Professional accreditations like CFA, FRM will be an advantage
• A self-starter with strong communication skills and ability to work in fast paced dynamic environment
• 3 – 10 years of relevant experience in Investment Product Management in Private Banking or Wealth Management or Asset management setup
• Knowledge across asset classes and product groups (like Equities, Fixed Income, Funds etc) and underlying data processes is a must.
• Proficient in Investment products related reference & market data; experience with external Market Data providers (Bloomberg, Morningstar, MSCI etc.)
• Affinity to work with IT tools like SQL, MS Office, VBA etc, working knowledge on AI tools like Co-pilot and BI tools like Power BI will be an added advantage

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting
Recruiter: Pallavi Shah

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.