CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Your role Are you a people person? Do you know how to give superior investment advice that grows client wealth? We're looking for someone like that who can: – develop and maintain trustworthy client partnerships with the main focus on strategic advice – implement a quantitative prospect development plan with measurable actions – define advisory processes and agreements that best meet our clients' needs, in cooperation with the Investment Advisor – provide high-quality investment options for clients, working closely with team members and specialists from other areas – grow local market network by referrals and by identifying new prospects – make sure clients are managed in a manner that contributes to an effective risk culture on the team
Your team You will work with Wealth Management team in Shanghai.
Your experience and skills You have: – several years of experience in wealth management – expertise with financial products and services – a proven record finding solutions for clients You are: – an expert at building networks and connections (people want to know you) – extremely organized, with great planning skills and efficient time management – an excellent communicator, with great presentation skills – fluent in English,Chinese.
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.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
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.
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 more than 50 countries. Do you want to be one of us?