Associate Client Relationship Manager

Your role

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

Your expertise

• ideally 1+ years of experience in the financial services industry
• series 7 and 63 or 66 licensed (preferred)
• degree in the area of finance, investments or business management
• experience with selling traditional and non-traditional asset classes
• possess a strong drive, initiative, adaptable and be able to work independently in a high paced and demanding environment.
• strong presentation skills and a good understanding of the needs and sensitivities of clients.
• sales and service oriented with excellent communication skill
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.