Position title
Product Specialist Digital Advisory



Do you have an entrepreneurial mindset and are you eager to understand and fulfill our clients’ needs? Are you passionate about digitalization and want to take part in transforming the way we provide investment advice to our clients?

At UBS, we re-imagine the way we work, the way we connect with each other – our colleagues, clients, and partners – and the way we deliver value. Being agile will make us more responsive, more adaptable, and ultimately more innovative.

Your team

In our agile delivery model, crews are aligned to larger products and services fulfilling client needs and encompass multiple autonomous pods. You will be working in the digital advisory team in Zurich focusing on wealth management clients looking for investment advice. Your pod’s goal is to provide relevant and actionable UBS investment content matching client's financial interests and investment goals, allowing them to seamlessly invest via digital banking. There, you will have the opportunity to shape how UBS is providing innovative investment advice to clients and client advisors.


We’re looking for a product specialist to:

  • support the integration of Credit Suisse wealth management investment advisory business and solutions
  • ensure the quality and compliance of the product, from also a technical and non-functional requirement (i.e. production stability, business acceptance testing, maintainability)
  • drive the development of strategies and visions for investment advisory solutions in close collaboration with our agile pods
  • always keep a strong focus on client needs and making the client advisors’ life easier
  • keep up with new market developments by monitoring new products launched by established players as well as new entrants to the market
  • 2-5 years’ experience in the financial industry and in (agile) project management
  • a bachelor’s or master’s degree in finance, business administration, economics or similar (professional) education
  • working in agile environments with strong understanding of agile delivery frameworks and product management
  • delivery of complex banking products to clients, ideally in investment advisory
  • team player with an enthusiastic and proactive personality, a true agile mindset and strong analytical and problem-solving skills
  • fluent in English, German is a plus

We may request you to complete one or more assessments during the application process. Learn more

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?

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.

UBS is the world’s largest and the 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..

We have a presence in all major financial centers in more than 50 countries.

Employment Type
Financial Services
Job Location
Zurich, Switzerland
Date posted
June 24, 2024
Valid through
July 24, 2024
Close modal window

Thank you for submitting your application. We will contact you shortly!