Client Service Specialist

23 hours ago

Taipei Taipei City, Taiwan UBS Full time NT$500,000 - NT$1,000,000 per year

Job Reference #
328782BR

Job Type
Full Time

Your role
Are you a client services professional in fund distribution? We're looking for someone like this to:

  • show strong ownership in providing support to our existing third-party fund distributors (private banks, consumer banks, and insurance companies)
  • collaborate with other CRMs to identify new business opportunities and expand the existing client relationship to the benefit of both the client and UBS
  • oversee the onboarding process for new clients / funds, ensuring a smooth transition and understanding of services offered
  • monitor industry trends, competitor activities and market conditions to inform client strategies and product offerings

Your team
You will be working in the Taiwan Wholesale Client Coverage Team supporting the Client Relationship Managers in servicing the clients. You will be able to draw on the strength of UBS traditional fund strategies, as well as alternative investments to support the best way possible.

Your expertise

  • degree in economics or finance with ideally 3-5 years of business experience in financial industry (preferable in asset management industry)
  • fluent communication in written and spoken English and Mandarin
  • strong presentation skills and familiarity with computer applications (i.e. Excel, Word, PowerPoint, Morningstar, Bloomberg, KI)
  • ability to multi-task in fast-paced environment
  • self-motivated, flexible and positive
  • a team player

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. 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.

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