ETF & Index Fund Sales UK & Ireland

UBS; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

UBS is seeking an experienced sales professional to join UBS Asset Management's ETF & Index Funds Sales team in London. The role focuses on driving sales growth, strengthening client relationships, and prospecting new business opportunities in the UK and Ireland.

You will develop and execute sales and distribution strategies, work with cross-functional teams, and maintain comprehensive CRM processes while representing UBS at industry events.

Qualifications

• Experience distributing ETFs, index funds and mutual funds in the UK.
• Proven ability to build and develop client relationships with professional clients (AUM, Private Banks, DFMs).
• Strong knowledge of the UK professional investment industry and markets.
• Excellent Excel and Bloomberg skills; CRM experience required.
• English proficiency, both spoken and written.

Responsibilities

• Develop and execute sales/distribution strategies to grow ETF & index funds sales in UK & Ireland.
• Collaborate with sales colleagues to drive diversified book of business across client segments.
• Implement business plans in a focused, sustainable way.
• Collect and monitor ETF market intelligence to target client segments.
• Manage client relationships and regulatory compliance to standards.
• Provide UBS ETF education trainings to clients and internal stakeholders.
• Share best practices across European sales force.
• Maintain robust CRM processes for activities and opportunities.
• Represent UBS at client conferences and industry forums.

Skills

Client relationship management

Sales in ETFs & index funds

Excel

Bloomberg

CRM software

Presentation & communication

Education

Investment management qualification

CFA designation

Tools

CRM applications

Microsoft Excel

Bloomberg

Job description

Key Responsibilities

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.

Job Type

Full Time

Job Reference #

341682BR

City

London

Key Responsibilities

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 new joiner will:

• 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
• ensuring 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.

The team

You will be part of a high performing European ETF & Index Fund Sales team and will be contributing to the growth in the 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 Skills And Experience

• many 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 time-lines 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 structures
• excellent command of English, both spoken and written
• 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.

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.