Client Relationship Manager

UBS; Paris; Sur place; EUR 90 000 - 130 000; Plein temps

Résumé du poste

UBS is seeking a Client Relationship Manager in Paris to manage institutional client relationships and drive revenue growth. You will represent the full asset management service offering, develop strategic client plans, and collaborate across UBS teams to deliver tailored investment solutions.

The role emphasizes relationship-building, a strong understanding of traditional and alternative investments, and fluency in French and English to support a French institutional portfolio.

Qualifications

• Minimum 5 years’ experience in asset management.
• Fluent French and English.
• Strong ability to cultivate relationships with key decision makers.
• Proven track record in sales and cross-selling initiatives.
• Knowledge of traditional and alternative investment products.
• Experience with RFPs and large tenders.
• Excellent communication and collaboration skills.
• Time management and reliability.

Responsabilités

• Represent the full scope of our asset management services to clients, focusing on institutional clients and consultants.
• Implement strategies to meet sales targets and generate revenues.
• Retain and develop client relationships while guarding against risk exposure.
• Promote the full range of products (traditional and alternative investments).
• Identify new business opportunities from existing and prospect clients.
• Create and implement a strategic client book development plan for suitable investment solutions.
• Collaborate with internal teams and third-party relationships.
• Contribute to UBS’s integrated model through cross-selling of solutions.

Connaissances

Relationship building

Client relationship mgmt

Sales & cross-selling

Communication skills

Time management

Integrity & ethics

Formation

Master’s degree (business/economics/finance)

Outils

MS Office

CRM tools

Description du poste

Key Responsibilities

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? Do you exhibit a high level of team spirit and demonstrate a collaborative approach in your work?

Job Type

Full Time

Job Reference #

341806BR

City

Paris

Key Responsibilities

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? Do you exhibit a high level of team spirit and demonstrate a collaborative approach in your work?

We are looking for a Client Relationship Manager to:

• represent the full scope of our asset management services to our clients with a focus with institutional clients and consultants


• implement the right strategy to meet sales targets and generate revenues


• retain and develop client relationships, as well as guard against risk exposure


• focus on promoting full range of products (traditional and alternative investment)


• proactively identify new business opportunities from our existing and prospect clients


• create and implement a strategic client book development plan that facilitates appropriate investment solutions


• collaborate with internal colleagues and support the efforts of our third-party relationships


• actively contribute to UBS’s integrated business model through cross-selling of solutions

The team

You’ll be working in the Asset Management Client Coverage team in Paris, reporting to the Head of Client Coverage France. We’re a dedicated team with an open corporate culture that values collaboration, results, entrepreneurship, client centricity and encourages proactive input and feedback. As a Client Relationship Manager, you’ll contribute to delivering a high-quality client experience, strengthen our brand and ultimately increasing our footprint in the French institutional and wholesale market.

Your Skills And Experience

• minimum 5 years’ experience in asset management


• Master’s degree or equivalent, preferably in business management, economics, or finance


• ability to cultivate strong relationships with key decision makers and client influencers, effectively assess client challenges, and provide tailored solutions


• substantial knowledge of both traditional and alternative investment products


• proven track record in developing and sustaining client relationships, with experience in sales and cross-selling initiatives


• established network and rapport within French institutional clients and consultants


• strong experience with RFPs and large tenders


• excellent communication and collaboration skills


• dependable and goal-oriented, with proved ability in time management


• strong sense of integrity with a keen understanding of how to build relationships


• proficient computer skills, including MS Office, and familiarity with CRM tools


• fluent French speaker and fluent in English to support the local client portfolio


• curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

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 around 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.