UBS Group AG jobs

Supervisory Officer, UBS Wealth Advice Center Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations? We're looking for someone like you to: • drive initiatives related to sales supervision, compliance and business risk, including implementation and education • perform delegated branch operational risk and supervisory functions (e.g. self-audit, active account reviews, non-operational client issues and complaints, etc.) • ensure adherence to firm and regulatory guidelines related to client complaint reporting • monitor client accounts and transactions and oversee as delegated employee related activity (e.g. outside accounts, political contributions) • partner with Compliance, including providing input to policy and supporting communication of policies • serve as a point of contact for issues that cannot be resolved, and escalate issues as required

Unified Global Markets - Equity Sales Are you a target driven individual? Are you skilled at translating complex market information? We're looking for someone who would like to: • provide Capital Markets solutions to wealth management clients across asset classes based on our Chief Investment Officer (CIO) House View and/or market developments. • manages both internal and external marketing and sales efforts for Capital Markets solutions, with an emphasis on global equities such as those from Hong Kong/China, the United States, Japan, and other regions. • maintain awareness of financial market trends, relevant news, and economic developments that may influence investment opportunities. • prepare and deliver clear, concise, and compelling equity ideas to clients, ensuring the information is actionable and insightful. • monitor and update clients on developments affecting key investment thesis and market conditions. • develop top-tier equity ideas, prepare sales narratives, follow up with key updates, capable to address a wide range of client requirements. • ensure pro-activity and proximity to the targeted markets to provide best-in-class solutions and service. • identify potential sales, organize collaborative actions, and track progress and achievements. • manage daily product offering processes, improve efficiency, collaborate across bank to enhance client service and experiences.

Private Mortgage Banker Key competencies and responsibilities include: • Mortgage Bankers are responsible for providing a premier client and financial advisor experience by providing expert advice, counsel and solution creation to solve client liability management needs • Mortgage Bankers own the client experience and ensure that it is in line with UBS Bank USA's core value proposition. This is achieved by anticipating and exceeding the client and financial advisor's needs throughout all stages of the loan process • Mortgage Bankers are responsible for building relationships with Financial Advisors and their respective teams in order to generate additional and ongoing direct referral business • Mortgage Bankers work closely with UBS Banking Solutions Consultants (field sales) in order to develop comprehensive strategies customized towards serving the needs of each region's overall growth target and market strategy • Mortgage bankers develop trust and deepen relationships for the firm by providing seamless mortgage origination and processing services ensuring that client objectives are met Activities: • Function as a single point of contact to clients and financial advisors throughout the loan process from end to end in a Telesales environment • Manage active leads and loans to increase loan conversion rates resulting in higher firm revenue/profitability • Proactively manage loan escalations as needed to ensure timely resolution, detailed communication to appropriate parties and participate in review post-mortem to ensure ongoing process improvement occurs • Strengthen client retention by ensuring an outstanding client experience • Proactively discuss and deliver solutions and referrals of UBS Bank USA

Branch Office Administrator • support the branch management team administratively • assist with resolving client issues • communicate and implement our administrative and risk management guidelines and policies • support the hiring process and maintain all HR functions, including payroll for support staff • assist in the administrative aspects of licensing and registration for all registered employees • coordinate and plan branch office business meetings and various activities

Client Associate A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities: * Educate clients on account services and capabilities * Input data in to financial planning tools * Assist with the preparation of reports and other materials for client meetings * Ensure appropriate documentation is collated for new accounts and service request Applications for this role can be submitted June 30, 2026.

Credit Specialist, Corporate and Real Estate Hast du Erfahrung in der Abwicklung von Firmenkundenfinanzierungen? Ist effizientes, exaktes und verantwortungsbewusstes Arbeiten genau deine Stärke? Hast du Freude an administrativen Tätigkeiten mit flexiblen Arbeitszeiten? Deine Aufgaben: • Selbständige Abwicklung der bewilligten Firmenkundenfinanzierungen (IPRE-Hypotheken und Betriebsfinanzierungen) • Erstellen von allen notwendigen Kredit-, Vertrags- und Sicherungsdokumenten • Abbilden und Bewirtschaften von Betriebsfinanzierungen und Hypotheken sowie zugehörigen Sicherheiten • Erstellen von Zahlungsversprechen sowie fristgerechte Ausführung von Zahlungen • Sicherstellung aller Bedingungen für die Freigabe der Kreditlimiten und Zahlungen • Begleitung der Geschäftsfälle in Eigenverantwortung • Korrespondenz mit Grundbuchämtern, Notaren, Banken und Versicherungsgesellschaften • Pflichtbewusster Umgang mit potenziellen Risiken

Investment Banking Associate, M&A We're looking for someone like this to: •support the origination and execution of capital markets and M&A transactions involving private equity clients •run key workstreams across capital markets and M&A transactions, including due diligence, financial modeling, and the preparation of client deliverables •guide and manage teams of junior bankers and cross-functional partners such as legal, accounting, and consulting professionals •contribute innovative ideas and creative strategies to enhance client coverage and drive business growth •deliver confident and effective presentations to both internal stakeholders and external clients •partner with global colleagues to ensure seamless execution of client transactions •exercise sound judgment in all decisions, maintaining the highest standards of professionalism, ethics, and regulatory compliance

Intern An internship is a three to six-month assignment that combine challenging tasks and responsibilities with opportunities to explore the business environment and to get a realistic view of the Bank's culture and workplace. The role should provide sufficient scope for the Intern to complete a piece of meaningful work that adds value to the organization. Key Responsibilities: * Gaining work experience within a specific function. * Developing competencies and skills relevant to the business environment.

Fixed Income Structurer We are seeking a senior structurer to play a leading role within our Fixed Income Structuring team, with a particular focus on credit markets. The role combines product origination, client engagement, advanced structuring and pricing, and some leadership responsibility. Key responsibilities include: • Lead the structuring, pricing, execution, and documentation of complex fixed income transactions across OTC and structured note formats • Act as a senior point of reference for credit markets, contributing to product strategy, risk discussion, and desk wide innovation • Originate trade ideas and client solutions, working closely with sales to engage directly with clients, understand their objectives, and deliver tailored outcomes • Design, model, and price bespoke payoffs across credit and rates products, including scenario analysis, stress testing, and lifecycle risk management • Provide deep expertise on documentation, including ISDA, credit annexes, and structured note documentation, coordinating with legal, operations, and risk to ensure robust execution • Lead and mentor junior structurers, setting technical standards, reviewing work, and supporting their development • Drive platform and process improvements, including enhancement of analytical tools, pricers, automation of pricing runs, and scalable trade processes • Collaborate closely with trading, sales, risk, legal, and compliance, exercising sound judgment expected of a senior front office professional

Client Associate A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities: * Educate clients on account services and capabilities * Input data in to financial planning tools * Assist with the preparation of reports and other materials for client meetings * Ensure appropriate documentation is collated for new accounts and service request Applications for this role can be submitted until June 30, 2026.

Client Associate Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Client Service Associate to: • provide a best-in-class client experience through active communication, exceptional attention to detail, and quick inquiry resolution • onboard and maintain client accounts, process deposits and distributions • perform administrative duties that support daily business practices

Unified Global Markets Product Specialist Are you passionate about the financial markets? Are you an innovator who loves to solve problems? We're looking for someone who can: • Provide advisory services on capital market products (including structured products, bonds, FX, and equities) to Client Advisors (CAs) and GWM clients. • Deliver market insights and product ideas through internal/external seminars, study sessions, and daily morning meetings. • Manage and expand the product shelf. • Prepare product documentation and marketing materials. • Design operational workflows and ensure compliance with regulatory standards. • Liaise with Compliance, Legal, and Operations and other teams for various topics. • Collaborate with execution/trading desk and UGM APAC to drive business expansion.

Client Associate / Executive Assistant • The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives • This role requires a proactive and detail-oriented professional who embodies our core values - relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset - while supporting the team in delivering exceptional services • Coordinate and maintain the team's master calendar, ensuring efficient time allocation for internal priorities and client meetings • Anticipate scheduling conflicts and proactively resolve them • Expense & Budget Administration • Process and submit business expenses in accordance with compliance and corporate policies for five Financial Advisors • Team Business Manager support • Work with team management to plan, coordinate, and execute travel coordination for team members to meet with clients and attend events across the country • Work with team management to train and onboard interns throughout the year to support team business needs • Marketing & Digital Presence • Maintain and update the team's marketing materials to ensure accuracy and alignment with brand standards • Oversee website and LinkedIn presence, post timely updates and managing content calendars • Events & Engagement • Plan, coordinate, and execute client and team events from concept to completion • Send out all client gifts and maintain inventory for client gifting • Operations for daily client transactions

Client Associate Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to : - keep management systems up-to-date with client information - educate clients on account services and capabilities - help with the preparation of reports and other materials for client meetings - collect the right documentation for opening new accounts and service requests - plan team marketing events and maintain marketing materials

Global Markets - UGM Execution Sales Your role Are you a target driven individual? Are you skilled at translating complex market information? We're looking for someone who would like to: • provide Capital Markets solutions to wealth management clients across asset classes based on our Chief Investment Officer (CIO) House View and/or market developments. • manages both internal and external marketing and sales efforts for Capital Markets solutions, with an emphasis on global equities such as those from Hong Kong/China, the United States, Japan, and other regions. • Maintain awareness of financial market trends, relevant news, and economic developments that may influence investment opportunities. • Prepare and deliver clear, concise, and compelling equity ideas to clients, ensuring the information is actionable and insightful. • Monitor and update clients on developments affecting key investment thesis and market conditions. • Develop top-tier equity ideas, prepare sales narratives, follow up with key updates, capable to address a wide range of client requirements. • ensure pro-activity and proximity to the targeted markets to provide best-in-class solutions and service. • Identify potential sales, organize collaborative actions, and track progress and achievements. • manage daily product offering processes, improve efficiency, collaborate across bank to enhance client service and experiences.

Internship in Client Lifecycle Management Are you well-organized and detail-oriented? Do you have a high client service orientation and risk awareness? We're looking for someone who is ready to perform the following tasks: • client's account opening and maintenance • launch investigations, prepare documents, provide information, and compose correspondence with stakeholders • interact with client relationship teams and other front and middle office teams

Global Banking - Investment Banking Analyst Are you a strong analytical and inventive thinker? Do you enjoy developing pitch ideas for stakeholders, clients, and investors? We're looking for an Investment Banking Analyst to: • develop pitch book presentations to explain industry trends, discuss client options, and recommend strategies to meet client goals • generate new ideas and creative approaches that push the business forward • identify and meet client needs, coordinating, and working alongside colleagues and investors • create and analyze financial models for potential transactions and client pitches • spot problems, generate options, and recommend solutions (you're a contingency planner by nature) • lead execution and project management of the potential transactions - coordinate teams of bankers, legal counsels, tax advisors, run due diligence processes and actively participate in the negotiations of legal documentation

Executive Team Assistant The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives. This role requires a proactive and detail-oriented professional who embodies our core values - relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset - while supporting the team in delivering exceptional services.

Client Associate, Registered Your role : Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a registered Client Associate to: • educate clients on account services and capabilities • keep management systems up-to-date with client information • help with the preparation of reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests

Internship in Business Acceptance - 6 months Are you a motivated self-starter? Are you at your best when supporting others? We're looking for someone like that to: • Support the team by dealing on a daily basis with clients' inquiries • Provide support to the team for new fund projects • Perform and support compliance and due diligence reviews • Assist in review and document existing clients to best in class level

Investment Banking Associate - Financial Sponsors Do you enjoy working in dynamic teams? Are you excited by the opportunity to work on complex, high-profile transactions for leading private equity clients and their portfolio companies? Are you solution oriented? We're looking for someone like that who can help us: • work closely with senior bankers to originate business with financial sponsor clients and their portfolio companies; • take responsibility for transaction execution across a range of live deals, including preparation of key marketing and transaction documentation; • coordinate across sector coverage and product teams to deliver transactions spanning M&A, leveraged and acquisition financing, and IPOs/equity capital markets; • play a leading role in executing complex, often cross-border transactions that are market-leading in scale and impact; • work collaboratively with junior bankers and help them develop both technical and project management skills; and • build and maintain strong relationships with financial sponsors, portfolio companies and broader client networks

Senior Sales Executive – Tokenized Liquidity Solutions, Money Markets Are you interested in shaping the distribution of tokenized liquidity solutions at the intersection of traditional finance and digital asset innovation? Do you want to work with leading digital asset platforms to deliver institutional grade tokenized money market fund solutions? Are you motivated by developing new distribution channels in a rapidly evolving market environment? We're looking for a Senior Sales Executive - Tokenized Liquidity Solutions (Money Market Funds) to: • drive global distribution of tokenized money market funds and liquidity solutions across the digital asset ecosystem • originate, structure and execute distribution partnerships with centralized and decentralized digital asset platforms, such as exchanges, wallets, custodians, stablecoin issuers, and DeFi participants • develop and execute the global go to market strategy for tokenized liquidity solutions • drive inflows into tokenized money market funds and related liquidity vehicles • advise partners on treasury, yield, settlement, and collateral use cases, including on and off chain liquidity solutions • act as a trusted advisor on liquidity management within digital asset markets, contributing insights to product development, pricing, and positioning

Presentation Specialist (投資銀行部門 - プレゼンテーションチーム） Are you motivated to work in fast-paced environment? You will work in the Presentations Team within our Investment Banking division, creating high-quality presentation materials for clients using PowerPoint. グローバルバンキング部門（投資銀行本部）のプレゼンテーションチームにて、資料作成・改善を担うパワーポイントデザイナーを募集しています。 Main responsibilities: • Create PowerPoint presentations and pitchbooks for clients, following UBS's official style guidelines • Work closely with bankers in Japan and sometimes with teams overseas • Learn new skills and contribute to successful pitch materials 職務内容 クライアント向けの商談や提案に使用される資料の作成・ブラッシュアップをご担当いただきます。複雑な情報を整理し、分かりやすく視覚的に伝わるスライドへと仕上げていただきます。 デザインの観点から情報の伝え方を改善するための提案にも関わっていただきます。 主な業務内容： - プレゼンテーション資料およびピッチ資料の作成・ブラッシュアップ - 情報を分かりやすく伝えるためのレイアウト、チャート、スライドの設計 - 既存資料の改善・磨き込み（可読性・一貫性・全体品質の向上） - 社内関係者と連携し、目的や要件を理解した上で資料に反映 - デザインの観点から改善提案および実装 - 複数案件に対応しながら、短納期でも高品質なアウトプットを提供

Head of Greater China Institutional Client Coverage Do you have the knowledge and experience to drive the business (development) with our Greater China client base? Do you have a track record of successfully managing client relationships? Are you able to create collaborative solutions in challenging and complex situations? If so, we are looking for a strong candidate to join our Institutional Client Coverage team in HK to lead and grow our institutional asset management business in Greater China, very much as a player / coach. You will lead and work closely with the incumbent Client Relationship Managers in our Greater China Institutional business. The role will focus on shaping the business strategy for Greater China and growing our institutional business in the region across the UBS AM capability set. This will be done in conjunction with the incumbents. You (and your team) will be accountable for the delivery of agreed business targets and maximise (new) client mandates by leveraging industry knowledge, internal and external contacts and relationships. Key responsibilities • a key role in shaping our strategy for Greater China • player / coach in growing our Greater China business, leading and closely working with incumbents • increase corporate & market awareness of the Greater China business, including the promotion of UBS AM at key events and roadshows as required • contribute strongly to the team's prospecting activity as a player. Leverage existing and new relationships to grow / diversify our book and achieve growth ambitions for the business •