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Client Associate
at UBS
JuniorNo visa sponsorshipOther
Posted 6 hours ago
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Currency: Not specified
**Client Associate** Lead cross-functional teams in driving UBS AM product sales. Interface with senior stakeholders, financial advisors, and end-clients, providing expert investment advice. Demonstrate expertise across diverse asset classes and markets. Partner with CRMs to promote UBS AM solutions at wirehouses, RIAs, and IBDs. Manage third-party product onboarding, conduct manager research, analyze sales data, and collaborate with AM teams to deliver the full product suite. Assist in sales pitches, portfolio reviews, and market updates. Enhance industry and product knowledge.
| Do you have the ability to interface with senior home office relationship manager, product specialists and financial advisors; can you discuss product details and help drive a sales process; can you provide holistic investment advice on a wide range investment solutions? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have the intellectual curiosity and financial acumen to consult with financial advisors to help them develop financial solutions to solve their clients problem? partner with Client Relationship Managers to help promote and sell UBS AM solutions at wirehouse, RIAs and IBDs. • manage products onboarded at third party paltforms • work with manager research team to research and recommend UBS AM investment solutions • analyze sales and industry information to help inform sales strategies • collaborate with UBS AM investment teams to deliver the entire product suite and AM capabilities to Financial Advisors and clients • assist in sales pitches, portfolio reviews, proposal decks, operational resolution and provide market updates to Home Office Key Account Managers, Financial Advisors and clients. • develop and enhance industry and product knowledge in order to effectively communicate and understand UBS AMs key initiatives. • become a specialist in various products/solutions to help drive the teams growth strategy and ambitions in the channel | Show more Associate Client Relationship Manager |
