UBS Financial Services IPS Advice Cockpit APAC in Hong Kong, Hong Kong

Job Reference #:


Business Divisions:

Wealth Management

Your role:

Are you passionate about the financial markets? Are you an innovator who loves to solve problems? We are looking for someone to use their expertise to help us to:

– deliver investment service to client advisors on a daily basis

– observe trends and partner up with experts across IPS organization to assess product ideas

– continue to evolve our superior systematic & tailored investment advice


IPS Advice Cockpit APAC


Hong Kong

Job Type:

Full Time

Country / State:

Hong Kong

Function Category:

Financial Advisors

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Why UBS? Video

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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 team:

You’ll be working in the IPS Advice Cockpit team in Hong Kong. We deliver tailored investment content for advisory portfolios of UBS WM in a scalable way by leveraging on technology. The team brings the global research & insights of our analysts, economist and strategists to the clients' portfolios by daily monitoring of the portfolio quality and systematic identification of tailored investment ideas. You will verify new portfolio quality issues on a daily basis and work closely with the Investment Product Specialists to tailor and deliver opportunistic investment ideas to client advisors.

Your experience and skills:

You have:

– a university degree, CFA/CIIA is a plus

– sound knowledge and inherent interest in financial markets

– in-depth analytical skills and good understanding of multi asset class portfolios

– strong analytical, problem-solving and synthesizing skills

– structured work style coupled with distinct planning abilities

– good MS Office skills (strong MS Excel skills, VBA programming is a plus)

You are:

– methodical, concise and accurate, with strong attention to detail

– able to assess new ideas, provide implementable solutions and see it through

– adaptable, with strong interpersonal skills

– good team player with ability to work independently

– fluent in English (Mandarin or Cantonese is a plus)

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?