Global Markets – Equity and Structured Product Solution Sales
at UBS
Posted 6 hours ago
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**Global Markets – Equity & Structured Product Solution Sales:** Drive sales of UBS Asset Management (UBS AM) equity and structured products to wirehouse, RIA, and IBD financial advisors. Key responsibilities include clientpiarment, product consulting, sales process management, and market analysis. Required skills span across various asset classes, markets, and investment solutions. Proven sales performance, product, and industry expertise, alongside excellent communication and relationship-building skills, along with 5+ years in financial services, are critical. Collaborate with regional teams, product specialists, and financial advisors to promote UBS AM-wide product suite. Experience in platforms like Aladdin and BloombergyView required.
| 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 |
