Chicago, New York, San Francisco
Full Time
United States - California, United States - Illinois, United States - New York
Client advisory / Relationship management
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.
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.
You’ll join our Institutional Client Coverage team within UBS Asset Management in our New York, Chicago or San Francisco office. We focus on building meaningful, long-term partnerships with some of the most sophisticated investors in the market. We’re a dedicated team highly focused on growing the institutional client base with an open corporate culture that values individual contribution and encourages proactive input and feedback. As a client relationship manager, you’ll contribute towards delivering a consistent client experience, while providing a seamless integration of solutions.
• ideally 10+ years’ experience in institutional investment distribution, business development, or senior client relationship management
• proven track record of originating and funding institutional mandates with measurable asset growth
• established relationships with institutional investors across the Central and Western US States
• strong knowledge of asset management products and ability to discuss portfolio construction, performance, and risk
• familiarity with engaging decision-makers such as CIOs, boards, and investment committees
• strong communication, collaboration, and relationship-building skills with a structured and proactive approach
• willingness to travel across the territory
• appropriate licensing required (series 3, 7)
• CFA, CAIA, MBA or equivalent credentials preferred
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
The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Francisco min USD 230000 - max USD 275000
• United States - Illinois - Chicago min USD 230000 - max USD 275000
• United States - New York - New York min USD 230000 - max USD 275000 /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.
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
* Our awards https://www.ubs.com/awards
Social Media Legal Terms: http://www.ubs.com/social-legal
