Product Specialist: Family Trust

  • Competitive
  • Shanghai, Shanghai Shi, China
  • Permanent, Full time
  • UBS AG
  • 21 Nov 17

Beijing, Shanghai

Job Type
Full Time

Your role
Are you interested in developing product strategy and processes? Would you like to contribute to growing of business? We're looking for someone like that who can provide product management skills to Investment Platforms and Solutions (IPS) China:
– formulate family trust strategy and product development process;
– identify and evaluate trust partner and assess PRC legal and tax developments;
– drive the expansion of the family trust and wealth planning business to WM China domestic markets as the project and product manager;
– work with client advisors, business partners and product providers for suitable product selection, product due diligence and life cycle management;
– provide value-added, personalized and comprehensive wealth structuring strategies and solutions to clients, addressing their present and future needs of succession planning for their estate and insurance related matters
– coordinate NBI and new projects

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?

Your team
You'll be working within IPS in Beijing or Shanghai, China. The team is providing the link between financial markets and the origination in WM and is involved in a wide range of activities, such as planning and implementing product roadmaps, leading new product initiatives, cross-entity projects, coordinate front-to-back activities. We work closely with the various business lines within IPS, both locally and regionally.

Your experience and skills
You have:
– an excellent university degree
– at least 10 years' experience in legal and/or tax and/or other related services
– knowledge of the PRC legal and tax system and experience in providing legal, tax and structuring solutions for private individuals
– financial skills relating to estate planning, accountancy, insurance, banking and investment

You are:
– an excellent communicator, with persuasive presentation skills
– incredibly organized, with an innate sense of how to prioritize
– able to see an issue from multiple angles/perspectives while maintaining an overall big picture
– proactive and eager to work hard and continually self-improve
– fluent in Mandarin and English

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.