Product sales

2 days ago


Taipei Taipei City, Taiwan UBS Full time NT$120,000 - NT$240,000 per year

Job Reference #
328487BR

Job Type
Full Time

Your role
Are you a people person? Do you know how to spread your enthusiasm about the markets to others?

Do you have a track record in lending sales?

We are looking for a Lombard Lending Specialist to:

  • provide suitable and sustainable use of lombard loans to Client Advisors and clients as well as internal key stakeholders
  • act as "deal captain" for complex lending transactions by structuring client solutions and assessing all risks and mitigations to prepare credit requests
  • develop and drive strategy and tactics to increase delivery of bespoke lending solutions to clients
  • build and maintain sustainable relationships by continuously coaching Client Advisors and key stakeholders (credit risk control functions and investment product partners)
  • provide guidance on pricing for complex transactions
  • contribute to our asset and loan interest income growth by driving marketing efforts and participating in direct client meetings
  • manage the cash and lending product shelf in Taiwan, with focus on risk management and pricing framework
  • drive new projects and new product development initiatives in collaboration with location heads and other stakeholders to support business growth
  • stay abreast of the competitive landscape and industry trends, and undertake regular competitor analysis in order to ensure all our products are competitively positioned
  • work closely with colleagues to constantly improve our lending & deposits offering to better meet client requirements

Your team
You'll be joining a strong franchise working in the Global Lending team in UBS Global Wealth Management Taiwan. We provide a full range of high quality and tailor-made Lombard Lending product solutions. As Lombard Lending Specialist you'll play a vital role in driving transaction volume and revenue in our business by providing financing solutions to meet our clients' financing needs and circumstances.

Your expertise

  • ideally 5-8 years' experience within the financial services industry in lending related/credit area, as a salesperson or credit officer
  • a strong understanding of loan products and investment solutions within wealth management and/or corporate banking with extensive investment knowledge
  • robust credit assessment skills for complex lending situations
  • familiarity with relevant regulations in relation to financing solutions
  • always professional (but you have the human touch)
  • adept communicator and collaborator, able to adapt style to audience
  • composed, with strong presentation and analytical skills
  • able to work under pressure, handling complex situations and relationships, delivering against tight deadlines, whilst maintaining a high level of attention to detail
  • fluent in English and Chinese to support local client base

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.

Your Career Comeback
We are open to applications from career returners. Find out more about our program on


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