UBS Financial Services Team Head, WM Market Expert Team, Philippines in Singapore, Singapore
Are you demanding towards yourself and your job? Are you at your best when leading a team in a demanding environment? Would you like to be part of a successful management team? Are you highly motivated and pass on this motivation to your team? Are you an example of excellent business conduct and your empathy makes you a successful leader?
We offer you a unique opportunity to employ your broad knowledge of banking and Wealth Management in a strategically important area of our bank. By further enhancing our client servicing model in Wealth Management, we support Client Advisors with the Market Expert Team (MET), a pool of Client Advisor Assistants providing excellent support. We are currently looking for a colleague to help develop and lead our Market Expert Team for Wealth Management Philippines.
Manage a team of 10-15 Client Advisor Assistants and be responsible for delivering high quality services to Client Advisors and clients, such as client meeting preparation, handling of securities transactions, risk and administrative tasks (e.g. account openings, account maintenance, document deficiencies) etc.
Oversee and ensure high quality of the activities of the Markets Expert Team (MET) Philippines including monitoring of requests from Client Advisors and their timely completion, quality control of deliverables, risk related processes, tools and procedures
Pro-actively communicate with and challenge of Client Advisors & Desk Heads to ensure effective collaboration & information flow and excellent client experience
Active participation in management meetings and support in execution of management initiatives
Regularly update the desks covered, and the scope of work of the team, to deliver appropriate support to client advisors and clients
Constantly challenging the MET processes critically with the goal of improving and enhancing efficiency continuously
Lead by example and build a collaborative and enabling team with solid trust and strong team spirit, driving the team to deliver excellence
Drive hiring and performance management of the team
Foster a strong spirit in ensuring that the core MET principles (Client Focus, Accountability, Quality & Consistency and Teamwork) are upheld with each task/service performed
Ensure knowledge within the team is current and consistent, proactively review the team's competency and set up trainings to cross train within MET and/or reach out to SMEs to train the team on new processes and systems
Actively step up to provide support to the team members in their roles, e.g. managing complex cases, and strive for the best solution for all parties
Ensure UBS's processes & policies are obeyed by all team members & raise risk issues where identified
Strengthen MET operational processes and controls and reinforce risk governance within MET – identify, assess and manage risk appropriately
Actively collaborate within other MET SEA teams in Singapore and closely align with MET SEA functional management
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.
UBS Recruiting Switzerland
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.
You'll be leading the Market Expert Team WM Philippines at One Raffles Quay, and you will have a solid reporting line direct into the Market Head / Market Head Deputy and an additional functional reporting line into the head of MET SEA. The MET is a team of Client Advisor Assistants which is responsible for providing comprehensive support to Client Advisors & Desk Heads in the respective market. WM Philippines delivers high quality investment advice to wealthy individuals in the Philippines market. Providing an excellent & outstanding client experience is our goal.
Your experience and skills:
A university degree in Finance, Banking or a related discipline, or equivalent
At least 7-10 years of professional experience in Wealth Management front, middle or back office roles
Ideally with solid experience in building & leading high performing support teams
An excellent understanding of the Wealth Management offering, front-to-back processes and what it takes to deliver outstanding services to our clients
Exceptional social skills & a high degree of empathy, as well as excellent proven organizational skills
A passion for leadership and for people
Excellent spoken and very good written knowledge of English, good spoken dialect – Hokkien will be an advantage
A natural communicator, leader, motivator & team player
Comfortable in interacting with colleagues of various levels, including senior management
Resilient, unconditionally reliable & responsible, hardworking
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?
Job Reference #: 170971BR
Business Divisions: Wealth Management
Title: Team Head, WM Market Expert Team, Philippines
Job Type: Full Time
Country / State: Singapore
Function Category: Business management, administration and support