- Senior
- Office in London
Your role
Do you have a track record of successfully managing client relationships? Do you have innovative ideas to help us maintain and expand our client mandates?
We’re looking for a Client Relationship Manager to:
• be responsible for client relationship and business development activities for the UK & Ireland Wholesale team; specifically, this role will be predominantly focused on managing the UK relationship with our Global Wealth Management division, alongside a selection of key Wholesale clients
• deliver on net new money and revenue targets
• facilitate the expansion of existing mandates with our Global Wealth Management division and with Wholesale clients
• deliver on client reporting requirements and market information
• manage client presentations, inquiries and requests
• oversee real-time client data management in our systems
We’re looking for a Client Relationship Manager to:
• be responsible for client relationship and business development activities for the UK & Ireland Wholesale team; specifically, this role will be predominantly focused on managing the UK relationship with our Global Wealth Management division, alongside a selection of key Wholesale clients
• deliver on net new money and revenue targets
• facilitate the expansion of existing mandates with our Global Wealth Management division and with Wholesale clients
• deliver on client reporting requirements and market information
• manage client presentations, inquiries and requests
• oversee real-time client data management in our systems
City
London
Job Type
Full Time
Country / State
United Kingdom
Function Category
Business development, Client advisory / Relationship management, Sales
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
UBS Recruiting
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.
Your team
You'll be working in the Asset Management, UK & Ireland Global Wealth Management and Wholesale distribution team, based in London.
Our team is responsible for sales and relationship management for our Asset Management division. Specifically, we are responsible for distributing the entire UBS Asset Management product suite to our colleagues in UBS Global Wealth Management, and to the wider UK and Ireland Wholesale market.
Our clients include Global Financial Institutions, Strategic Partners, Wealth Managers, Private Banks, Family Offices, Fund of Funds and Consolidator firms, amongst many others!
The range of product we distribute includes Private Markets, equities, fixed income, hedge funds and indexing. The team is also responsible for originating, managing and helping design Strategic Partnerships.
Our team is responsible for sales and relationship management for our Asset Management division. Specifically, we are responsible for distributing the entire UBS Asset Management product suite to our colleagues in UBS Global Wealth Management, and to the wider UK and Ireland Wholesale market.
Our clients include Global Financial Institutions, Strategic Partners, Wealth Managers, Private Banks, Family Offices, Fund of Funds and Consolidator firms, amongst many others!
The range of product we distribute includes Private Markets, equities, fixed income, hedge funds and indexing. The team is also responsible for originating, managing and helping design Strategic Partnerships.
Your expertise
• high levels of energy and enthusiasm, coupled with an ability to understand and articulate complex investment solutions in a coherent way
• experience of owning, maintaining and growing client relationships in an organised and diligent fashion
• 5 years + of experience in the Financial Services sector
• knowledge of the Asset Management industry, its latest trends and challenges
• knowledge of the Wealth Management and Wholesale distribution channel, either from within a Wealth Manager or Asset Manager
• completed IMC; additional qualifications (e.g. CFA / CAIA) will be an asset.
• experience of owning, maintaining and growing client relationships in an organised and diligent fashion
• 5 years + of experience in the Financial Services sector
• knowledge of the Asset Management industry, its latest trends and challenges
• knowledge of the Wealth Management and Wholesale distribution channel, either from within a Wealth Manager or Asset Manager
• completed IMC; additional qualifications (e.g. CFA / CAIA) will be an asset.
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
