Product Manager, Core Banking
at UBS
Posted 6 hours ago
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**Product Manager, Core Banking** drives product success by bridging gaps among stakeholders. Key responsibilities involve interfacing with senior relationship managers, product specialists, and financial advisors to shape sales processes. Craft holistic investment advice spanning diverse asset classes and markets, collaborate with client relationship managers to promote UBS AM solutions at various channels. Manage third-party platform products, research and recommend investments, analyze sales data, and partner with investment teams to deliver UBS' full suite. Assist in sales pitches, resolve operations, and keep stakeholders updated. Enhance industry and product knowledge to effectively communicate UBS AM initiatives. This role requires expertise in **investment management**, **sales strategy**, and strong **relationship building** skills. Ideal candidates offer **senior-level experience** in the financial sector.
| 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 |
