Global Markets - Data Intelligence - HOLT Specialist Sales APAC

UBS AG; Hong Kong; On-site; HKD 420,000 - 700,000; Full time

Job summary

UBS is seeking a focused professional to support the adoption and commercialization of HOLT analytics across Asia Pacific institutional clients. You will work with senior sales and Data Intelligence teams to build relationships with hedge funds and asset managers, driving platform usage and data monetization.

The role requires 2+ years in institutional sales or related fields, strong communication, and a passion for AI-enabled workflow improvements.

Qualifications

• At least 2 years of experience in institutional sales, investment management, or consulting.
• Experience in financial market data sales is a plus.
• Strong interpersonal, written and verbal communication skills with clients and senior investors.
• Proactive, self-motivated, and eager to learn in a fast-paced environment.
• Strong quantitative and analytical skills for interpreting financial concepts.
• Familiarity with AI productivity tools and openness to new automation frameworks.
• Exposure to selling financial analytics platforms or investment technology is advantageous.
• Progress toward the CFA Program or similar qualifications is a plus.
• Proficiency in an Asia language (Mandarin or Japanese) is a plus.

Responsibilities

• Support adoption and commercialization of HOLT tools and UBS data across institutional investor clients in Asia Pacific.
• Develop relationships with hedge funds, asset managers, pension funds and quantitative funds with senior sales and data colleagues.
• Identify opportunities to originate and expand commercial opportunities through platform usage and data consumption.
• Generate differentiated investment insights by interpreting HOLT outputs and other data to support marketing and client engagement.
• Collaborate with Global Markets, Research and Data Intelligence to deliver value-added solutions and coordinate client engagement.
• Support product enhancement and new use cases for HOLT analytics and AI-enabled solutions, including cross-selling of the Data Intelligence suite.

Skills

Institutional sales

Investment management

Communication skills

Quantitative analytics

AI productivity tools

Mandarin or Japanese language

CFA progress

Job description

Hong Kong SAR

Investment Banking

Investment Bank

Job Reference #

342905BR

City

Hong Kong SAR

Job Type

Full Time

Key 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 identifying new use cases for HOLT analytics, automation and AI-enabled solutions, while supporting cross-selling of the broader Data Intelligence product suite

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

The team

You’ll be working within the HOLT Sales and Data Intelligence team in Hong Kong, supporting the growth and adoption of UBS’ proprietary HOLT Lens platform and selling and curating other UBS datasets across institutional clients in APAC. The team partners closely with Global Markets, Research, Asset Management and Wealth Management to deliver differentiated analytical solutions and investment insights. The team is a highly collaborative, intellectually curious and entrepreneurial group focused on delivering client impact through innovative data and analytics solutions. You will also develop your knowledge to deliver the broader systematic advisory sale building strong familiarity with our Alpha Capture, Quant Research and applicable fundamental research products.

Your skills and experience

• At least 2 years of experience in institutional sales, investment management, or consulting. Experience in financial market data sales is a plus
• Strong interpersonal, written and verbal communication skills, with confidence interacting with professional clients and senior investors and ability to explain complex concepts clearly and intuitively
• Proactive, self-motivated, and eager to learn in a fast‑paced, client‑focused environment
• Strong quantitative and analytical skills, with the ability to interpret financial and valuation concepts
• Collaborative and personable, with a demonstrated ability to manage multiple priorities effectively
• Basic familiarity with AI productivity tools and openness to learning emerging agentic and workflow automation frameworks
• Familiarity with equity valuation methodologies, financial statement analysis and experience with 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 (Mandarin or Japanese) is a plus
• 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.

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.

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.