At a Glance
- Tasks: Act as a trusted advisor to institutional investors and drive adoption of HOLT tools.
- Company: Join UBS, a leading financial services firm committed to diversity and inclusion.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic role with opportunities for growth in the financial services industry.
- Why this job: Make a real impact by delivering unique investment insights and building strong client relationships.
- Qualifications: Strong communication skills and experience with senior institutional investors required.
The predicted salary is between 60000 - 80000 £ per year.
Act as a trusted advisor to institutional equity investors, embedding the HOLT framework into client investment processes and driving adoption of HOLT tools, including HOLT Lens, through onboarding, training, and ongoing client support. Originate and grow commercial opportunities across platform subscriptions, data usage, and customized analytical solutions. Manage long‑term client relationships with senior investment professionals.
Responsibilities
- Deliver differentiated investment insights by interpreting HOLT outputs such as CFROI, valuation, and market‑implied expectations.
- Contribute to product development and new use cases, including automation and AI‑enabled solutions.
- Support cross‑selling of the broader Data Intelligence product suite.
- Build and strengthen client relationships with CIOs, Heads of Research, Portfolio Managers, and Analysts.
- Drive adoption of the HOLT Lens platform across institutional clients and internal teams.
- Collaborate with Global Markets, Research, Asset Management, and Global Wealth Management to ensure consistent use of HOLT analytics.
- Support the strategic focus on differentiated data solutions and long‑term client value creation.
Qualifications
- Strong interpersonal, communication, and presentation skills.
- Experience engaging senior institutional investors.
- Proven commercial mindset with relationship management, negotiation, and solution‑based selling skills.
- High level of analytical capability, intellectual curiosity, and attention to detail.
- Ability to explain complex financial and analytical concepts clearly and intuitively.
- Bachelor's degree in Finance, Accounting, Economics, or related discipline (or equivalent).
- Strong grounding in valuation and financial analysis.
- Relevant experience in a client‑facing role within investment banking, asset management, data/analytics, or related financial services.
- Experience engaging with equity research, valuation, investment consulting, or financial analytics (desirable).
- Exposure to selling analytical platforms, data, or investment tools (desirable).
- CFA qualification or active participation in the CFA Program (desirable).
- MBA, ACA, or other postgraduate qualification (desirable).
Equal Opportunity Employment
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, skills, and experiences within our workforce. We are committed to disability inclusion and will provide reasonable accommodation throughout the recruitment process if needed.
HOLT Salesperson in City of Westminster employer: UBS
UBS is an exceptional employer that fosters a collaborative and inclusive work culture, empowering employees to thrive in their roles as trusted advisors to institutional equity investors. With a strong focus on professional development, employees have access to extensive training and growth opportunities, particularly in the dynamic field of financial analytics. Located in a vibrant financial hub, UBS offers unique advantages such as exposure to cutting-edge tools like HOLT Lens, enabling staff to drive meaningful client relationships and contribute to innovative solutions in investment processes.
StudySmarter Expert Advice🤫
We think this is how you could land HOLT Salesperson in City of Westminster
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like UBS. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace HOLT Salesperson in City of Westminster
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to UBS.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on UBS's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at UBS
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with UBS.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at UBS will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former UBS employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
