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Client Associate
at UBS
GraduateNo visa sponsorshipTech Sales
Posted 6 hours ago
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- Compensation
- Not specified
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Currency: Not specified
**Client Associate: Drive Sales & Advise on UBS AM Solutions** Interface with senior stakeholders to deliver holistic investment advice across diverse asset classes. Facilitate sales processes and collaborate with product specialists, financial advisors, and client relationship managers. Key responsibilities include managing third-party product onboarding, partnering with manager research to recommend UBS AM solutions, and analyzing sales data to enhance strategies. Experience with sales pitches, portfolio reviews, and proposal decks is essential. Develop 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 |
