Funds Sales Trader, IB Execution Hub Funds
Vue: 189
Jour de mise à jour: 24-04-2024
Localisation: Opfikon Zürich ZH
Catégorie: Finance / Banque / Stock Ventes
Industrie: Finance
le contenu du travail
Job Reference #
City
Job Type
Your role
We’re looking for someone like you to:
- support fund execution for internal and external clients as such as third party banks (B4B), financial intermediaries (FIM), family offices, institutional and ultra-high net worth (UHNW) and international UBS Wealth Management locations
- handle client requests regarding primary funds (UBS funds, third party mutual funds and hedge funds), e.g. product information, dealing conditions, restrictions, transaction details, outstanding contract notes, pricing and fees, process flow, instrument opening, etc.
- liase with external and internal interfaces in connection with funds execution (e.g. 3rd party banks, client advisors, internal teams, operations, funds departments and fund administrators)
- retain and further develop the existing client base
- support B4B funds sales
- write or update presentation/marketing material
- support Client onboarding for funds execution
- assist with new product assessments and fund launches, e.g. eligibility, forms, etc.
- manage risk, taking appropriate actions to mitigate
Your team
Funds Sales Trading is the first point of contact for Direct Access Clients (FIM’s, UHNW, Institutionals), 3rd Party Banks and international UBS Wealth Management locations.
We support our Clients with premium funds service in regards to order placement and fund dealing information in more than 95’000 Vanilla and Hedge Funds worldwide.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
- 2-3 years in a funds role (execution or sales trading related experience preferred)
- distinctive customer focus and strong communications skills
- extensive knowledge of funds and hedge funds as a distinct asset class
- proactive, organized, with a solution oriented way of thinking
- flexible and open-minded personality, able to cope with pressure
- responsible and conscious of risks
- interest in financial markets, numbers, models and products
- structured working style, confident working autonomously
- good judgment when dealing with sensitive information
- excellent Microsoft Power Point and Excel skills
- fluency in German and English
About us
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
Contact Details
UBS Recruiting
Disclaimer / Policy Statements
Date limite: 08-06-2024
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