At a Glance
- Tasks: Build relationships with institutional investors and deliver innovative investment solutions.
- Company: Join UBS, a leading financial services firm with a commitment to diversity and inclusion.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Great opportunity for career growth in a supportive and inclusive culture.
- Why this job: Make an impact in equity markets while working with cutting-edge analytical tools.
- Qualifications: Strong communication skills and experience in client-facing roles are essential.
The predicted salary is between 60000 - 80000 £ per year.
Your role
Are you motivated by building client relationships with institutional investors to deliver and monetise solutions? Do you have expertise in equity markets and building a process-driven approach to investing? Does working at the intersection of markets, data and client advisory appeal to you?
Responsibilities
- Act as a trusted advisor to institutional equity investors, embedding the HOLT framework into client investment processes.
- Drive adoption and usage of HOLT tools (including HOLT Lens) through onboarding, training and ongoing client support.
- Originate and grow commercial opportunities across platform subscriptions, data usage and customised analytical solutions.
- Manage and develop long term client relationships with senior investment professionals including CIOs, Heads of Research, Portfolio Managers and Analysts.
- Deliver differentiated investment insight by interpreting HOLT outputs such as CFROI, valuation and market implied expectations.
- Contribute to product development, new use cases and initiatives across automation and AI enabled solutions, while supporting cross selling of the broader Data Intelligence product suite.
Job Type: Full Time
City: London
Your team
You’ll be working in the HOLT Sales team within Data Intelligence, focusing on monetising UBS’ proprietary HOLT Lens platform and dataset and expanding its adoption across institutional clients and within UBS.
Expertise
- Strong interpersonal, communication and presentation skills, with experience engaging senior institutional investors.
- Proven commercial mindset with experience in relationship management, negotiation and solution based selling.
- 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 a related discipline (or equivalent) with a 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).
EEO and Disability Inclusion Statement
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. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
HOLT Salesperson employer: UBS
UBS is an exceptional employer, offering a dynamic work environment in London where innovation meets client-centric solutions. With a strong commitment to employee growth, we provide extensive training and development opportunities, fostering a culture of collaboration and inclusivity. Join us to engage with senior institutional investors and leverage cutting-edge tools like the HOLT Lens, all while being part of a diverse team that values your unique contributions.
StudySmarter Expert Advice🤫
We think this is how you could land HOLT Salesperson
✨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
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.
