Process and Quality Specialist
at UBS
Posted 6 hours ago
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**Process and Quality Specialist - Drive Sales and Product Excellence at UBS Asset Management** As our UBS Asset Management (AM) Process and Quality Specialist, you'll interface with senior stakeholders, including product specialists and financial advisors, discussing product details and driving sales processes. With a strong understanding of investment solutions across diverse asset classes and markets, you'll provide holistic financial advice to maximize global franchise benefits. Your key responsibilities: - Manage products onboarded at third-party platforms. - Research and recommend UBS AM investment solutions with the manager research team. - Analyze sales and industry data to inform strategic sales decisions. - Collaborate with AM investment teams to deliver UBS's full product suite to financial advisors and clients. - Support sales pitches, portfolio reviews, and operational resolutions, updating home office account managers and clients with market updates. - Enhance industry and product knowledge to effectively communicate UBS AM's key initiatives. **Required Skills & Experience:** - Proven expertise in managing investment products and sales processes. - Strong understanding of financial advice and various asset classes. - Proficient in presenting to senior stakeholders and managing client relationships. - Experience in Salesforce, XRDS, or similar CRM platforms. - Familiarity with the wirehouse, RIA, and IBD channels. - Demonstrated ability to work cross-functionally in a dynamic, global environment. Bring your intellectual curiosity and financial acumen to UBS AM as we together find innovative solutions for our clients.
| 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 |
