Strategic Client Relationship Lead - Asset Management

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

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.