sales professional
UBS
Job Description
We are looking for an experienced sales professional to join UBS AM's ETF & Index Funds Sales team. The successful candidate will be a key driver of sales activity by strengthening existing client relationships and prospecting new business opportunities in the UK & Ireland. The role reports directly to the Head of UBS ETF UK & Ireland and is based in UBS AM offices in London.
Responsibilities Develop and execute effective sales and distribution strategies to drive ETF & index fund sales growth in the UK & Ireland. Work closely with sales colleagues to drive a diversified book of business across multiple client segments. Implement business plans in a focused and sustainable manner.
Collect and monitor intelligence on the ETF market to better target client segments. Manage client relationships. Provide UBS ETF education training to clients and internal stakeholders.
Exhibit and share best practices across the European sales force. Ensure all regulatory and legal requirements and standards are met to exacting standards. Maintain thorough CRM processes in monitoring activities and sales opportunities.
Represent UBS at client conferences and industry forums. Qualifications 7 to 10 years of relevant experience in successfully distributing investment products (ETFs, index funds and/or mutual funds) and managing client relationships in the UK. Proven expertise in building and developing client relationships and successfully selling investment products to a professional client base (e.g., Asset Managers, Private Banks, Wealth Managers and DFMs).
Existing relationships with additional client segments are helpful. Strong knowledge of the UK professional investment industry and solid understanding of investment markets. Excellent knowledge of Microsoft Excel and Bloomberg; prior experience with CRM applications required.
Ability to translate macro and portfolio considerations into implementation ideas and consolidate customer needs to communicate to management. Investment management qualification and/or CFA designation would be a major advantage. Excellent presentation and communication skills.
Energetic and resilient personality with a results-oriented mindset. Well organized and diligent with the ability to think laterally and manage timelines to deliver under time pressure. Strong team player who can partner across other groups, regions and lines of business while driving a specific sales agenda for UBS Asset Management.
Comfortable working at all levels of seniority, both within UBS Asset Management and with senior client management. Ability to work in an international environment within a firm with global organisational structures. Excellent command of English, both spoken and written.
Your team: You will be part of a high-performing European ETF & Index Fund Sales team and will contribute to the growth in UBS's market share in the ETF and index funds market. Additionally, you will be part of a well-established UBS Asset Management team with a substantial footprint in the UK across key client segments such as asset managers, international private banks and wealth management firms. 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. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. #J-18808-Ljbffr