Mandate Specialist — UBS

This position is no longer active. Below you'll find the original details and similar positions.

Geographic detail

This page corresponds to the job slug mandatsspezialist-ubs-ticino (trailing token: Mandatsspezialist Ubs Ticino).

The reference location stated in the job ad is Ticino, Canton of Ticino. Remote-tagged roles still retain the city reference for tax, contract and G Permit enrolment purposes.

Original description

Do you want to maximize the benefits of a global franchise for the good of clients? Do you have expertise across a range of asset classes and markets? Do you have a proven track record advising clients in discretionary and advisory portfolios? We're looking for someone to - act as a Mandate Specialist for Client Advisors in the Southeast Asia (SEA) region to the entire range of discretionary and advisory offerings, with a focus on UBS Manage solutions (discretionary portfolio management) - drive sales and revenues of UBS Manage together with client advisors - actively participate in client meetings regarding acquisition, review and retention of above mentioned solutions - give clients an excellent experience, in collaboration with other specialists, as well as our Chief Investment Office (CIO) and Global Investment Management - gather client advisor and client insights to guide product development - work with a team of highly motivated and experienced mandate specialists and help to continuously improve processes through regular best practice exchange - follow and adhere to the UBS code of ethics and the relevant cross-border regulations

Job details

  • Company: UBS
  • Position: Mandate Specialist
  • Location: Ticino, Ticino
  • Sector: Finanza / Banca
  • Expired on: 2026-06-09

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