At a Glance
- Tasks: Drive ETF and index fund sales growth while managing client relationships.
- Company: Join UBS Asset Management, a leader in the investment industry.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: Work in a dynamic international environment with excellent career advancement opportunities.
- Why this job: Be part of a high-performing team and make a real impact in the finance sector.
- Qualifications: 7-10 years in investment product sales and strong client relationship skills required.
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.
- Ensure 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.
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‐orientated 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 structure.
- Excellent command of English, both spoken and written.
ETF & Index Fund Sales UK & Ireland in London employer: UBS
UBS Asset Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong focus on employee growth, UBS provides extensive training opportunities and encourages professional development within a high-performing team dedicated to driving success in the ETF and index funds market. The inclusive culture and commitment to diversity ensure that every voice is valued, making it a rewarding place for sales professionals looking to make a significant impact.
StudySmarter Expert Advice🤫
We think this is how you could land ETF & Index Fund Sales UK & Ireland in London
✨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 we can help you find those connections.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your experience and knowledge in ETFs and index funds. Share insights and trends you've noticed in the market – it’ll show you’re not just another candidate, but someone who truly understands the field.
✨Follow Up Like a Boss
After any meeting or networking event, send a quick follow-up message. Thank them for their time and reiterate your interest in the role or opportunity. It keeps you fresh in their minds and shows you’re genuinely interested – plus, we love a good follow-up!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals like you to join our team and drive sales growth in the ETF and index funds market.
We think you need these skills to ace ETF & Index Fund Sales UK & Ireland in London
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 showcase those client relationships you've built over the years. We want to see how you can bring that expertise to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of your successes in sales and how you’ve driven growth in previous positions. We love a good story!
Showcase Your Knowledge:We’re looking for someone with a strong understanding of the UK investment market. In your application, mention any relevant qualifications or experiences that demonstrate your knowledge of ETFs and index funds. This will help us see your passion for the industry!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at UBS Asset Management!
How to prepare for a job interview at UBS
✨Know Your Stuff
Make sure you brush up on your knowledge of ETFs and index funds, especially in the context of the UK and Ireland market. Familiarise yourself with current trends, key players, and recent developments. 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 in the past. Think of specific examples where you've driven sales growth or strengthened client ties. This will demonstrate your ability to build rapport and trust, which is crucial for this role.
✨Demonstrate Your Sales Strategy
Have a clear idea of how you would develop and execute sales strategies for UBS's ETF and index funds. Be ready to share your thoughts on targeting different client segments and how you would approach prospecting for new business opportunities. This shows that you're proactive and strategic in your thinking.
✨Practice Your Presentation Skills
Since you'll be expected to provide education trainings and represent UBS at conferences, practice your presentation skills. Prepare a short pitch about a relevant topic in the ETF space. This will help you feel more comfortable speaking in front of others and showcase your communication abilities during the interview.
