Job Reference # 326228BR
Overview
Do you have an entrepreneurial mindset and are you eager to understand and fulfill our clients’ needs? Are you passionate about digitalization and want to take part in transforming the way we provide investment advice to our clients?
At UBS, we re-imagine the way we work, the way we connect with each other – our colleagues, clients, and partners – and the way we deliver value. Being agile will make us more responsive, more adaptable, and ultimately more innovative.
We’re looking for a product specialist (until 31.07.2026) to:
* deeply understand the needs of our clients looking for investment advice and support them and our client advisors by coming up with personalized and relevant investment proposals
* work jointly with central team to enable a smooth transition of Credit Suisse clients to UBS
* closely engage with our methodology specialists to further evolve the portfolio optimization methods in line with client and client advisor needs
* act as product specialist within an agile team, participating in agile ceremonies and collaborating with engineering colleagues to deliver the product
* ensure the quality and compliance of the product, including stability, performance and maintainability also under the enhanced client base
Your team
In our agile delivery model, crews are aligned to larger products and services fulfilling client needs and encompass multiple autonomous pods. You will be working in the digital advisory team in Zurich focusing on wealth management clients looking for investment advice. Your pod’s goal is to provide fully personalized, suitable and CIO aligned investment proposals with one click. There, you will have the opportunity to shape how UBS is providing innovative investment advice to clients and client advisors.
Your expertise
* working in agile environments with strong understanding of agile delivery frameworks and product management
* delivery of complex banking products to clients, ideally in investing and related products including OTC, structured products, ETF etc.
* 2-5 years’ experience in the financial industry and in (agile) project management
* a bachelor’s or master’s degree in finance, business administration, economics or similar (professional) education
* team player with an enthusiastic and proactive personality, a true agile mindset and strong analytical and problem-solving skills
* fluent in English, German is a plus
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
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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