MACC alumna places in top six for UBS Wealth Management Case Challenge

Olin alumna Ye (Alex) Jin, MACC 2018, placed in the top six proposals from top universities and won the Best Innovations Award in the 2020 UBS China Wealth Management Business Case Challenge.

Jin’s win was announced on July 1 in a virtual awards recognition ceremony. Her proposal was one of more than 200 submissions.

The UBS China Wealth and Asset Management organization housed in China brought together students from top global universities throughout the world and encouraged them to tackle one of two proposed problems. Jin placed in the top three of her chosen problem:

Suppose you’re a client advisor in the UBS wealth management team. How would you manage your client’s USD 2 million assets based on medium- and long-term investment objectives?

—Olin alumna Ye (Alex) Jin, MACC ’18

Throughout the online competition, Jin learned to use UBS’s framework to create a financial profile for her theoretical client, reflecting on the particularities of the wealth management industry in China and experiencing a global perspective for wealth allocation. Jin had two weeks to create and present her solution.

Jin knew competing in this challenge would give her an experience she couldn’t get elsewhere. While she had a strong background in global marketing and accounting, this gave her the opportunity to see the Chinese markets first-hand.

“It was a great learning opportunity,” Jin reflected. “It pushed me to learn more about career options in this field, and it showed me the bright future of the wealth management industry in China.”

Jin credits her focus on visualization, details, innovation and feasibility for her win—from presenting within the brand guidelines UBS would use with a traditional client to fully considering risk levels and objectives.

Olin values this opportunity for our students and young alum to study China’s market from a unique view of UBS, which is a key player in the wealth management industry. WashU and Olin has dedicated resources to bridge students/alumni with global learning and career development opportunities. We welcome and look forward to continuing working with UBS and other top firms in China.