Overview
Client Relationship Manager role at UBS. Based in London, UK. This full-time role focuses on managing client relationships for the UK & Ireland Wholesale team, with emphasis on the UK relationship with Global Wealth Management and selected Wholesale clients.
Responsibilities
* Be responsible for client relationship and business development activities for the UK & Ireland Wholesale team; focused on managing the UK relationship with the Global Wealth Management division, alongside a selection of key Wholesale clients.
* Deliver on net new money and revenue targets.
* Facilitate the expansion of existing mandates with Global Wealth Management and with Wholesale clients.
* Deliver on client reporting requirements and market information.
* Manage client presentations, inquiries and requests.
* Oversee real-time client data management in UBS systems.
Your team
You'll be working in the Asset Management, UK & Ireland Global Wealth Management and Wholesale distribution team, based in London. Our team distributes the UBS Asset Management product suite to UBS Global Wealth Management and to the wider UK & Ireland Wholesale market.
Our clients include Global Financial Institutions, Strategic Partners, Wealth Managers, Private Banks, Family Offices, Fund of Funds and Consolidator firms.
The range of products distributed includes Private Markets, equities, fixed income, hedge funds and indexing. The team also originates, manages and designs Strategic Partnerships.
Your expertise
* High levels of energy and enthusiasm, with the ability to understand and articulate complex investment solutions clearly.
* Experience in owning, maintaining and growing client relationships in an organized and diligent fashion.
* 5+ years of experience in the Financial Services sector.
* Knowledge of the Asset Management industry, its latest trends and challenges.
* Knowledge of the Wealth Management and Wholesale distribution channel, either from a Wealth Manager or Asset Manager.
* Completed IMC; additional qualifications (e.g., CFA / CAIA) are an asset.
About UBS
UBS is the world\u2019s largest and only truly global wealth manager. We operate through Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
Join us
We\u2019re committed to our people with diverse skills and backgrounds, offering growth opportunities, flexible working options when possible, and a collaborative, inclusive culture.
UBS is an Equal Opportunity Employer. We respect and empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. If you need reasonable accommodations during recruitment, please contact us.
Details
* Seniority level: Not Applicable
* Employment type: Full-time
* Job function: Sales and Business Development
* Industries: Banking, Financial Services, and Investment Banking
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