APAC Structured Products & Equities Sales Lead

UBS

Hong Kong

On-site

HKD 600,000 - 1,200,000

Full time

9 days ago
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Qualifications

  • University degree, CFA would be a plus.
  • Experience in financial industry or Structured Products would be a plus.
  • Interest to work with private banking clients, client-facing activities and the product offering.
  • Strong team player with excellent presentation skills.
  • Good verbal and written communication skills especially in business mandarin as the role might be required to service clients in North Asia.
  • Client-focused, solution-oriented, pro-active, innovative and driven.
  • Independent and with a client-oriented attitude.
  • Curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use.

Responsibilities

  • Provide equities and structured product solutions based on CIO House View to clients.
  • Provides internal marketing and sales of equities recommendations or structured product solutions.
  • Stay current with market trends, news, and economic developments that could impact equities.
  • Prepare and deliver clear, concise, and compelling equity ideas to clients, ensuring information is actionable and insightful.
  • Monitor and update clients on developments affecting key investment theses and market conditions.
  • Prepare high-quality equity ideas, presentations, and updates tailored to diverse clients.
  • Ensure pro-activity and proximity to targeted markets to provide best-in-class solutions and service.
  • Manage equities and structured product offering for targeted markets considering client needs, CIO House View and product suitability.
  • Identify sales opportunities, coordinate efforts and monitor progress.
  • Handle daily business offering processes, improve efficiency, collaborate across banks to enhance customer service and experiences.

Skills

Presentation skills
Client-facing
Team player
Verbal and written communication
Mandarin (Business)
Proactive problem solving
AI curiosity

Education

University degree, CFA would be a plus

Job description

Key Responsibilities
  • provide equities and structured product solutions based on our Chief Investment Officer (CIO) House View and/or market opportunities to our clients
  • provides internal marketing and sales of equities recommendations or structured product solutions
  • stay current with market trends, news, and economic developments that could impact equities.
  • Prepare and deliver clear, concise, and compelling equity ideas to clients, ensuring the information is actionable and insightful.
  • Monitor and update clients on developments affecting key investment theses and market conditions.
  • Prepare high-quality equity ideas, presentations, and updates tailored to the needs of diverse clients.
  • ensure pro-activity and proximity to the targeted markets in order to provide best-in-class solutions and service
  • manage the equities and structured product offering for the targeted markets taking into consideration client needs, CIO House View and product suitability
  • identify sales opportunities, coordinate efforts and monitor progress
  • handle daily business offering processes, improve efficiency, collaborate across banks to enhance customer service and experiences
Job Type

Full Time

Job Reference #

342448BR

City

Hong Kong SAR

The team

As a member of the Unified Global Markets Structured Products Distribution team in Hong Kong, you work in a challenging environment within a highly motivated team. We advise client advisors in Hong Kong as well as APAC markets and segments on capital market solutions. This includes providing advising services on complex trades to both High Net Worth (HNW) and Global Family Institutional Wealth (GFIW) clients.

Your Skills And Experience
  • University degree, CFA would be a plus
  • work experience in financial industry or in Structured Products would be a plus
  • an interest to work with private banking clients, client facing activities and the product offering
  • a strong team player with excellent presentation skills
  • good verbal and written communication skills especially in business mandarin as the role might be required to service clients in North Asia
  • client-focused, solution-oriented, pro-active, innovative and driven
  • independent and with a client-oriented attitude
  • able to deliver quality and precise work
  • You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use.
About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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

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.

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