Client Associate
at UBS
Posted 6 hours ago
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**Client Associate (Investment & Sales Support) - UBS Wealth Management** Drive sales and client satisfaction by interfacing with senior stakeholders, product specialists, and financial advisors. Key responsibilities include: providing holistic investment advice across diverse asset classes, managing product onboarding at third-party platforms, collaborating with manager research teams, and analyzing sales data to inform strategies. Partner with Client Relationship Managers to promote UBS Asset Management (AM) solutions, deliver product suite, and assist in sales pitches and portfolio reviews. Enhance industry and product knowledge to communicate UBS AM's initiatives effectively. Minimum 3-5 years of relevant experience required, with strong communication and analytical skills. Neutral tone, no repetition, and 100 words.
| 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 |
