Engagement & Activation Specialist

Switzerland - Zürich

Business management, administration and support

Global Wealth Management

Job Reference #

330989BR

City

Zürich

Job Type

Full Time

Your role

Are you passionate about driving digital sales innovation? Do you thrive in collaborative environments and enjoy turning insights into impactful campaigns?

We’re looking for an Engagement & Activation Specialist to:

• design and implement digital client activation and sales campaigns supporting GWM EMEA sales ambitions, working closely with Advisory and Sales (A&S), Front, Marketing, Marketing Automation, and Control Functions
• prepare and upload content into digital tools (e.g., UBS Campaign, Client Dialog Management (CDM), Smart Mail), ensuring accuracy and compliance with legal, cross-border, and internal policy requirements, including initiating client send-outs directly through the tools
• collaborate with control functions to secure necessary approvals of content and audience, while building team expertise for routine cases
• develop and implement digital sales pilot concepts, integrating lessons learned into daily business, while monitoring digital marketing, sales, and client engagement trends to identify future focus areas
• identify and shape digital sales and digital client activation change requirements in related digital product suite in collaboration with Agile Delivery Organization
• collaborate with EMEA domestic markets to share lessons learned, leverage insights and maximize impact

Your team

Your team
You’ll join our Global Wealth Management division, working in the Innovation & Experience team within GWM EMEA Chief of Staff in Zurich. As part of the newly established Digital Client Activation (DCA) team, you’ll help shape a unit dedicated to systematic digital client activation and accelerating digital sales transformation across GWM EMEA.
What is our mission?

The DCA team combines run-the-bank and change-the-bank responsibilities, focusing on digital activation for existing clients. Key priorities include:
• centralized distribution of CIO and sales content via digital channels (UBS Campaign, CDMs, Smart Mail)
• close collaboration with the Innovation & Experience team to address pain points, share best practices, and streamline priorities into the Agile Delivery Organization

Your expertise

• 3-5 years’ experience in digital communications, digital marketing, or digital sales within wealth management
• experienced in project management and digitalization programs, ideally within wealth management
• proven ability to manage communications projects independently and maintain strong business partner relationships
• excellent at conveying complex ideas simply and comprehensively
• solution-oriented, accustomed to tight deadlines, and attentive to detail
• fluent in English; proficiency in German, French, Spanish, or Italian is a plus

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

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

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
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.