Funds Sales Trader, IB Execution Hub Funds

UBS

View: 182

Update day: 20-03-2024

Location: Opfikon Zürich ZH

Category: Finance / Bank / Stock Sales

Industry: Finance

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Job content

Switzerland - Zürich
Sales and trading
Investment Bank

Job Reference #

238338BR

City

Opfikon

Job Type

Full Time

Your role

Are you interested in working for a dynamic trading desk? Are you looking for a fast-paced and challenging work environment?

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

You’ll be working in the Funds Sales Trading team in Zurich-Opfikon / Zurich-Altstetten.
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

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.

Contact Details

UBS Business Solutions AG

UBS Recruiting

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.
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Deadline: 04-05-2024

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