CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Business Developer Global Financial Intermediaries
September 3, 2019
Your role Are you a self-starting and motivated individual who enjoys acquiring new business and deepening client relationships in situations needing structured thinking, diligent follow up and creative thinking?
This role requires you to: - Acquire and develop Financial Intermediary (FIM) relationships within Wealth Management; - Target the FIM market systematically – traditional Asset Managers as well as Private Label Funds (PLFs) – with a special focus on building expertise (structures, onboarding processes which include admin tasks, commercial proposition) in the PLF segment; - Acquire new FIMs and PLFs, and deepen relationships with existing ones by offering service excellence, introducing them to our full bank offering, and building close, trusting relationships with them; - Work closely with the respective internal experts and drive implementation of Due Diligence, onboarding, account opening, account servicing and account reviews; and - Be the point person for Market Client Advisors, and internal experts across locations and booking centres and work collaboratively with them to grow the segment.
Your team You will be working with the Financial Intermediaries team in the Wealth Management Division, and part of the global Investment Products and Services (IPS) B2B segment, primarily interacting with external asset managers, multi-family offices and private label fund managers.
Your expertise You have: − experience in business development, working on acquisition and development of long term relationships with sophisticated, demanding clients; − understanding of the institutional sales process, awareness of and a network in the financial intermediary segment; − understanding of legal, compliance and operational issues relating to WM client onboarding especially in the financial intermediary and fund management segments
You are: − a strong and structured thinker and communicator, and can take internal and external partners through complex onboarding and business development processes; − an experienced business developer especially in working with experienced bankers and asset managers; − a team player; − proactive and motivated individual who can work independently.
About us Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Join us We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.
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.
Internal Number: 6448169
eFinancialCareers is a career site specializing in financial services.