Registered Client Associate
at UBS
Posted 6 hours ago
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- Compensation
- Not specified
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**Registered Client Associate: Manage UBS AM Product Suite, Collaborate with Advisors to Drive Sales & Preserve Assets** - Liaise with senior managers, product specialists, and advisors to drive sales and maximize client benefits. - Advises on holistic investment solutions, leveraging expertise across various asset classes and markets. - Collaborates with CRMs to promote UBS AM solutions at wirehouse, RIAs, and IBDs. - Manages products on third-party platforms, researches investment solutions, and analyzes sales data to inform strategies. - Supports sales pitches, portfolio reviews, and client presentations. - Enhances industry and product knowledge to effectively communicate UBS AM's key initiatives.
| 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 |
