UBS AG (US & SG)

  • The bank’s Wealth Management Campus is situated on a historic huge parcel of land in Singapore – Command House is the second largest residential property in Singapore after the Istana. However the usable classroom space is limited. Theresa advised and worked closely with the UBS teams (in NYC and SG) to leverage on e-learning to expand its capacity. A complete suite of programmes on Structured Products was designed and developed. After review by the subject matter experts from Zurich, it was subsequently roll-out to US, HK and SG.
  • The total suite of 12 courses (averaging 2-4 hrs each), focuses on different types of Structured Products – its risk profiles and variance in underlying.

UBS AG is a global financial services company that offers a wide range of services including wealth management, investment banking, and asset management. One of UBS’s key priorities is to provide high-quality training and development opportunities to its employees.

As part of this commitment, UBS’s Wealth Management Campus in Singapore worked with a team led by Theresa to leverage e-learning to expand its classroom capacity. The campus is situated on a historic parcel of land in Singapore, with limited usable classroom space. To address this challenge, Theresa worked closely with UBS teams in New York City and Singapore to design and develop a complete suite of programs on Structured Products.

Structured Products are a type of financial instrument that allows investors to participate in the performance of an underlying asset while also managing risk. The suite of 12 courses, each averaging between 2-4 hours, focuses on different types of Structured Products, their risk profiles, and variance in underlying. The courses were reviewed by subject matter experts from Zurich and subsequently rolled out to the US, Hong Kong, and Singapore.

The e-learning program was designed to provide UBS employees with the knowledge and skills they need to effectively sell and manage Structured Products. The courses are interactive and engaging, using real-world scenarios to help employees understand the concepts and apply them in practice.

The success of UBS’s e-learning program on Structured Products is a testament to the company’s commitment to employee development and innovation. By leveraging e-learning technology, UBS was able to expand its training capacity and provide high-quality training to employees in multiple locations. The program was well-received by UBS employees and helped them to better understand Structured Products and their role in the financial industry.

In conclusion, UBS’s e-learning program on Structured Products is an excellent example of how e-learning can be used to address training challenges and expand training capacity. The program is a testament to UBS’s commitment to employee development and innovation, and demonstrates the company’s ability to adapt to changing business needs and market conditions.

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Theresa Tan
Chief Executive Officer (Chief ‘D’)

30 years experience with technology companies like Cap Gemini, Dell, ICUS, Datacraft/Dimension Data/NTT

First adopter/practitioner of PROSCI Change Management certification in Asia

NUSS Mentor for NUS undergraduates

Master of Arts (Asian Art Histories), Goldsmiths, University of London

Bachelor of Science (Computer and Information Sciences), National University of Singapore

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