Mandate Specialist Advisory & Sales (m|f|x) Frankfurt am Main

You’ll be based in Frankfurt working in the A&S Mandate Specialists team advising German Wealth Management clients.

We are a dynamic, open minded team that strives to provide best in class solutions for our clients. We work closely with client advisors, taking responsibility for sales and after-sales of discretionary mandates, while keeping always a close eye on share of wallet opportunities for other product categories.

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

Tasks

• act as Mandate Specialist for client advisors covering the entire range of investment offerings with particular focus on our discretionary mandate shelf (Portfolio Management Solution)
• participate in client meetings regarding acquisition, review and retention of Wealth Management clients for above mentioned solutions
• collaborate closely with the Chief Investment Office (CIO) other investment- and wealth planning specialists to deliver holistic investment concepts and a truly outstanding client experience
• gather client advisor and client insights to guide product development in exploiting new opportunities

Profile / Your qualification / Your personality

• Sound theorical background (Bachelor/Master degree) in Finance
• Analytical skills applied to multi-asset portfolios required
• Ability to translate complex financial information into client friendly language
• Client facing experience and proven presentation skills a strong advantage

You are

• A proactive team player with a successful track record in a demanding and dynamic environment
• Motivated and reliable with excellent communication skills
• Sales and service oriented
• Open to apply digital means (iPad / video conferencing) when engaging with clients and client advisors
• Fluent in German and English

That awaits you

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.

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Location

Bockenheimer Landstraße 2–4, DE-60306 Frankfurt am Main