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sales professional

UBS, City of Westminster

sales professional

Salary not available. View on company website.

UBS, City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 11 Apr | Get your application in now before you miss out!

Closing date: Closing date not specified

Job ref: 4366a1ab021e4310b35d19f1defa9e96

Location ref: City of Westminster

Full Job Description

  • develop and execute effective sales and distribution strategies to drive ETF & index funds sales growth in the UK & Ireland
  • work closely together with sales colleagues in driving diversified book of business across multiple client segments
  • implement business plans in a focused and sustainable manner
  • collect and monitor intelligence on the ETF market to better target client segments
  • manage client relationships
  • provide UBS ETF education trainings to clients as well as internal stakeholders
  • exhibit and share best practices across European sales force
  • ensuring all regulatory and legal requirements and standards are met to exacting standards
  • maintain very thorough CRM processes in monitoring activities and sales opportunities
  • be a strong representative of UBS at client conferences/industry forums.

    7 to 10 years of relevant experience in successfully distributing investment products (ETFs & index funds and/or mutual funds) and managing client relationships in the UK
  • proven expertise in building and developing client relationships and successfully selling investment products to a professional client base (with key client segments such as Asset Managers, Private Banks, Wealth Managers and DFMs). Existing relationships with additional client segments would also be helpful
  • strong knowledge and understanding of the UK professional investment industry and solid understanding of investment markets
  • excellent knowledge of Microsoft Excel and Bloomberg. Prior experience with CRM applications also required
  • ability to translate macro and portfolio considerations into implementation ideas as well as ability to consolidate customers' needs and communicate them to management
  • investment management qualification and/or CFA designation would be a major advantage
  • excellent presentation and communication skills.
  • energetic and resilient personality with a results-orientated mindset
  • well organized, diligent and an ability to think laterally. Ability to manage time-lines and deliver under time pressure
  • strong team player who can partner across other groups, regions and lines of business, while driving a specific sales agenda for UBS Asset Management
  • comfortable working at all levels of seniority, both within the UBS Asset Management organisation and with senior management of the client
  • ability to work in an international environment in a firm with global organisational structures
  • excellent command of English, both spoken and written.

    We are currently looking for an experienced sales professional to join UBS AM's ETF & Index Funds Sales team who can play a key role in the growth of our business. The successful candidate will be expected to be a key driver of sales activity by further strengthening existing client relationships as well as prospecting for new business opportunities in our market. The role will report directly to our Head of UBS ETF UK & Ireland and be based in UBS AM's offices in London., At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

    We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
    • Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.Your team You will be part of a high performing European ETF & Index Fund Sales team and will be contributing to the growth in the UBS's market share in the ETF and index funds market. In addition, you will be part of a well-established UBS Asset Management team, which already has a substantial footprint in the UK across key client segments such as asset managers, international private banks and wealth management firms.

Direct job link

https://www.jobs24.co.uk/job/sales-professional-126681955
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