Project and Content Manager for Investor Profile

vor 3 Wochen


Opfikon, Schweiz UBS Vollzeit

Switzerland - Zürich
- Product Management and Development
- Global Wealth Management

**Job Reference #**
- 276286BR

**City**
- Opfikon

**Job Type**
- Full Time

**Your role**
- Are you passionate about the financial markets? Are you an innovator who loves to solve problems?
- We are looking for a Project and Content Manager to:
- drive the development of the Investor Profile (IP) content, methodology and processes
- act as contact for IP related questions and support the different markets, locations and functions globally
- define, sound and approve new business requirements across our wide range of stakeholders (e.g. legal, compliance, business representatives) and ensure correct implementation in the respective tools in collaboration with the respective product owners
- develop guidelines for Client Advisors and align them with business stakeholders and control functions in different locations and business areas
- represent the Investor Profile in new initiatives

**Your team**
- You will be working in the Investor Profile team, the global competence center for investor profiling which is the starting point for providing investment advice to our clients. We are a small team with global reach and we are responsible for streamlining the Investor Profile concept, tools and processes across markets and locations. We ensure the Investor Profile is well integrated with the UBS investment value chain and advice process, we drive the development of the Investor Profile across channels in order to improve the client experience, and we define how to implement new regulatory requirements.Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

**Your expertise**
- 10+ years of project management experience, consulting experience strongly preferred
- worked on business projects, preferably around digital channels
- understanding of the Wealth Management business, background of regulatory frameworks (e.g. MiFID) is a plus
- advanced analytical and conceptual skill set and problem-solving attitude
- strong stakeholder management skills, highly organized and diligent
- focus on operational excellence and pragmatism
- full working proficiency in English, other languages are a benefit

**About us**
- UBS is the world’s largest and 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.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

**How we hire**

**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

**Contact Details**
- UBS Business Solutions AG
- UBS Recruiting

**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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