Strategic Account Manager

UBS; Sydney; On-site; AUD 180,000 - 280,000; Full time

Job summary

UBS is seeking a senior professional in Sydney to lead wholesale client coverage for asset management solutions. The role focuses on originating opportunities, growing client bases, and partnering with internal teams to deliver strategic client outcomes.

The team operates within Global Wealth Management and Asset Management, collaborating across channels to expand market reach and drive revenue in the Australian market.

Qualifications

• Minimum of 10 years' experience in asset management or funds management.
• Advanced qualifications such as CFA, CIMA, Master of Applied Finance or equivalent.
• Strong knowledge of single and multi-asset class investment solutions and alternatives.

Responsibilities

• Originate and develop new business opportunities across wholesale and third-party channels.
• Drive growth and penetration of asset management solutions for Australian clients.
• Partner with internal stakeholders to deliver coordinated client strategies and outcomes.
• Contribute to business plans, sales strategies and action plans to maximize growth.
• Build and strengthen relationships with senior executives and key decision-makers.
• Promote investment solutions tailored to client objectives and market needs.
• Maintain disciplined pipeline management, business development and revenue generation.
• Cover investment consultants, private wealth firms, national dealer groups, IFAs and other wholesale intermediaries.

Skills

Investment knowledge

Asset management

Relationship management

Negotiation

Communication

Sales aptitude

Fast-paced environment

Education

CFA

CIMA

Master of Applied Finance

Job description

• Originate and develop new business opportunities across the wholesale market and third-party distribution channels.
• Drive the growth and penetration of our asset management solutions across target client segments in Australia.
• Partner closely with internal stakeholders to deliver coordinated client strategies and exceptional outcomes.
• Contribute to the development and execution of business plans, sales strategies, and action plans to maximize business growth and commercial results.
• Establish, manage, and strengthen senior executive and C-suite relationships both internally and externally, with a focus on identifying and expanding strategic partnerships.
• Promote a broad range of investment solutions, including single and multi-asset class strategies, tailored to client objectives and evolving market needs.
• Maintain a disciplined and proactive approach to pipeline management, business development, and revenue generation.
• Coverage responsibilities will include: Investment consultants and research houses, Private wealth firms, National dealer groups, Independent Financial Advisers (IFAs), Other key wholesale market participants and strategic intermediaries

Job Type

Full Time

Job Reference #

342151BR

City

Sydney

Key Responsibilities

• Originate and develop new business opportunities across the wholesale market and third-party distribution channels.
• Drive the growth and penetration of our asset management solutions across target client segments in Australia.
• Partner closely with internal stakeholders to deliver coordinated client strategies and exceptional outcomes.
• Contribute to the development and execution of business plans, sales strategies, and action plans to maximize business growth and commercial results.
• Establish, manage, and strengthen senior executive and C-suite relationships both internally and externally, with a focus on identifying and expanding strategic partnerships.
• Promote a broad range of investment solutions, including single and multi-asset class strategies, tailored to client objectives and evolving market needs.
• Maintain a disciplined and proactive approach to pipeline management, business development, and revenue generation.
• Coverage responsibilities will include: Investment consultants and research houses, Private wealth firms, National dealer groups, Independent Financial Advisers (IFAs), Other key wholesale market participants and strategic intermediaries

The team

The Wholesale Client Coverage (WCC) and Global Wealth Management (GWM) team forms part of our Asset Management business and is based in Sydney. The team is responsible for positioning our investment solutions and product capabilities to both external wholesale distribution channels across Australia and internal wealth management partners. Supported by a dedicated local client service function, the team is recognized for its collaborative culture, strong performance, and client-centric approach.

Your Skills And Experience

• A minimum of 10 years' experience within the asset management or broader funds management industry.
• Strong technical knowledge of investment markets and asset management, ideally supported by advanced qualifications such as CFA, CIMA, Master of Applied Finance, or equivalent.
• Demonstrated expertise across single and multi-asset class investment solutions, including alternatives, index strategies, active fixed income, and customized portfolio solutions.
• A well-established network of key influencers, gatekeepers, decision-makers, and stakeholders within the Australian wholesale distribution market.
• A proven ability to originate, develop, and close business opportunities, supported by a strong track record of asset growth and sales achievement.
• Exceptional relationship management, stakeholder engagement, negotiation, and communication skills.
• The ability to operate effectively in a fast-paced, highly collaborative, and results-oriented environment.

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets across the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

Contact Details

UBS Business Solutions SA

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