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UBS launches first Wealth Management Master programme in Asia Pacific


Hong Kong / Singapore - UBS Wealth Management has launched its first Wealth Management Master programme in Asia Pacific targeted at its most senior client advisors in the region, as part of a global roll-out of the training programme.

Twenty-two senior client-facing staff from Hong Kong and Singapore have joined the inaugural Asia Pacific intake.

About the UBS Master Programme

The 2-year part-time programme is aimed at providing participants exposure to in-depth and actionable expertise in client book management, client investment and client relationship management.

Faculty include world class thought leaders from leading academic institutions like Harvard, Columbia, Princeton University and University of Zurich, experts from renowned consultancies like PwC and KPMG, and senior leaders and subject matter experts from UBS providing best practice insights. The programme is tailored towards on-the-job development and business application with off-the-job lectures.

Said Kathryn Shih, CEO of UBS Wealth Management Asia Pacific: “The wealth management industry is seeing a paradigm shift, where there is an increased focus on investment performance and transparency. In this highly complex environment, our clients are seeking credible professional advice and investment solutions that match their needs and objectives. More than ever, client advisors need to be equipped to provide investment advice which allows their clients to meet their wealth objectives and achieve optimal portfolio performance.”

“Training and development have always been cornerstones of our business strategy as we recognize that our ability to serve our clients to the highest standards depends on the quality of our people. Our client-facing staff undergo structured learning pathways, including certification, to ensure uniformly high standards. The UBS Wealth Management Master programme is a further demonstration of our commitment to delivering the best service to our clients,” she added.

Topics in the UBS Wealth Management Master programme include delivering on our client promise, the global and emerging market economic environment and financial markets, investment management, intranpreneurial leadership and client relationship success.

With about 1,000 client advisors across Asia Pacific, UBS has one of the largest and most experienced Wealth Management teams in the region.

UBS Business University Asia Pacific

UBS established the UBS Business University Asia Pacific located at the historic Command House in Singapore in 2007, to provide ongoing training and professional development for employees in Singapore and across Asia Pacific. To set uniformly high standards in wealth management across the region, the UBS Business University delivers comprehensive curricula for client-facing staff with certification programmes such as the Wealth Management Master and the Wealth Management Diploma training. UBS is the first to receive an external recognition and accreditation by Switzerland’s State Secretariat for Economic Affairs (SECO) on its Wealth Management Diploma programme. In Singapore, UBS is one of the first institutions to be recognised by the Institute of Banking and Finance (IBF) to conduct Financial Industry Competency Standards (FICS) accredited training programmes. UBS staff who complete those programmes such as the UBS Wealth Management Diploma are eligible for FICS certification.

About UBS

UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Its business strategy is centered on its pre-eminent global wealth management businesses and its universal bank in Switzerland. Together with a client-focused Investment Bank and a strong, well-diversified Global Asset Management business, UBS will expand its premier wealth management franchise and drive further growth across the Group.

UBS is present in all major financial centers worldwide. It has offices in more than 50 countries, with about 35% of its employees working in the Americas, 36% in Switzerland, 17% in the rest of Europe, the Middle East and Africa and 12% in Asia Pacific. UBS employs about 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).


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