Sales Assistant

UBS; New York (NY); On-site; USD 117,000 - 143,000; Full time

Job summary

UBS is seeking a Sales Assistant/Team Assistant in New York to support front-office teams within Investment Banking. You will manage calendars, coordinate logistics, and handle multi-tasking in a fast-paced environment, ensuring accurate, timely delivery of materials and requests.

The role requires strong communication skills, attention to detail, and proficiency in Outlook, Excel, and PowerPoint. You will partner with senior stakeholders and contribute to efficient workflows while upholding

Qualifications

• Ideally 5+ years of experience in a sales/support role within investment banking or financial services.
• Strong understanding of financial markets and products.
• Ability to multitask and meet deadlines in a dynamic environment.

Responsibilities

• Role sits within a central sales support function that partners closely with front-office and across IB.
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Skills

Sales Assistant

Team Assistant

Investment Banking

Financial Services

Prioritization

Calendar Management

Outlook

Excel

PowerPoint

Communication

Tools

Outlook

Excel

PowerPoint

Job description

City

New York

Job Type

Full Time

Location

United States - New York

Function Category

Investment Banking

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.

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.

The team

This role sits within a central sales support function that partners closely with front-office and partners across IB.

Your skills and experience

• Ideally 5+ years of experience as a Sales Assistant, Team Assistant, or similar support role within an investment bank, broker-dealer, or institutional financial services environment
• Solid understanding of financial markets and products
• Proven ability to multitask, prioritize, and manage competing deadlines in a dynamic environment
• Exceptionally detail-oriented with high accountability and follow-through
• Strong organizational and time-management skills; able to manage complex calendars and logistics
• Excellent communication and interpersonal skills, with the confidence to engage senior stakeholders
• Proficiency in Outlook, Excel and PowerPoint;
• Demonstrated team player mentality with a collaborative, service-oriented approach
• Driven, and proactive self-starter with a “roll up your sleeves” attitude
• Strong sense of urgency and ownership; able to anticipate needs before they arise
• Familiarity with investment banking compliance and regulatory standards
• You’re 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.

Salary Summary Posted to Talent Gateway

The indicative gross base salary range as a full-time equivalent role:

• United States - New York - New York USD 130000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role‑required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.