At a Glance
- Tasks: Drive ETF and index fund sales growth while managing client relationships and developing strategies.
- Company: Join UBS Asset Management, a leader in the investment industry with a collaborative culture.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional development.
- Why this job: Be part of a high-performing team and make a real impact in the investment market.
- Qualifications: 7-10 years in investment product distribution and strong client relationship management skills.
- Other info: Dynamic role with excellent career growth potential in a global firm.
The predicted salary is between 70000 - 90000 £ per year.
Your role
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.
New joiner responsibilities:
- 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.
Job Type: Full Time
Your team
You will be part of a high performing European ETF & Index Fund Sales team and will be contributing to the growth in 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.
Your expertise:
- 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-oriented mindset.
- Well organized, diligent and an ability to think laterally.
- Ability to manage timelines 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.
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.
ETF & Index Fund Sales UK & Ireland employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land ETF & Index Fund Sales UK & Ireland
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. Remember, it’s all about who you know, and building those relationships can lead to job opportunities.
✨Show Off Your Expertise
When you get the chance to chat with someone from UBS or at an industry event, make sure to highlight your experience and knowledge in ETFs and index funds. Share insights and trends you've noticed in the market – this will position you as a knowledgeable candidate and make you memorable!
✨Follow Up Like a Boss
After meeting someone or having an interview, always follow up with a thank-you email. It shows your appreciation and keeps you on their radar. Plus, it’s a great opportunity to reiterate your interest in the role and remind them why you’d be a perfect fit for the team.
✨Apply Through Our Website
Don’t forget to apply directly through the UBS website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the UBS team and ready to contribute to their growth in the ETF market.
We think you need these skills to ace ETF & Index Fund Sales UK & Ireland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role. Highlight your experience in ETF and index fund sales, and don’t forget to mention any existing client relationships you have. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've driven sales growth and managed client relationships in the past. We love a good story!
Showcase Your Skills: Don’t just list your skills; show us how you’ve used them! Whether it's your knowledge of Microsoft Excel or your experience with CRM applications, give us real-life examples of how these skills have helped you succeed in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at UBS
✨Know Your Stuff
Make sure you have a solid understanding of ETFs and index funds, especially in the context of the UK and Ireland market. Brush up on recent trends, key players, and regulatory changes. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Relationships
Be prepared to discuss your existing client relationships and how you've successfully managed them. Think of specific examples where you've driven sales or strengthened partnerships. This is crucial for demonstrating your ability to contribute to UBS's growth.
✨Demonstrate Your Sales Strategy
Come equipped with ideas on how you would develop and execute sales strategies for ETFs and index funds. Think about how you can target different client segments effectively. This shows that you're proactive and ready to hit the ground running.
✨Practice Your Presentation Skills
Since you'll be providing education and training to clients, practice your presentation skills. Be clear, concise, and engaging. You might even want to prepare a mini-presentation on a relevant topic to showcase your communication abilities during the interview.