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Job Description
- Req#: 284464BR
• min. 5 years’ work experience in a similar role within the financial industry, ideally in wealth management
• proven experience conducting in-depth interviews and concept testing, ideally within the wealth
management industry and with HNW individuals and at least a basic understanding of the role that advisors play in maintaining client relationships and their key activities
• strong working understanding of investment products and terminology including execution, commonly traded instruments and portfolio investment approach
• relevant domain expertise and interest in the area of client-centricity and UX
• experience translating research findings into strategic narratives and actionable feedback and experience in the use of storyboarding or prototyping tools such as Figma, Invision etc.
• team player with an enthusiastic and proactive personality, a true agile mindset and strong analytical and
problem-solving skills
• strong active listening and communication skills to build networks and partnerships at all levels
• fluent in EnglishAbout the company
UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.
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