Holt Sales
Apply NowCompany: UBS
Location: New York, NY 10025
Description:
Your role
Do you have a track record in Advisory sales or similar? Can you work with all levels of a client to deliver a solution? Are you a self-starter and target-driven?
We're looking for an HOLT Salesperson to:
provide HOLT sales coverage for US based Hedge Funds, traditional fund managers and pension funds
use your sales skills to commercially integrate the renowned HOLT platform into clients' investment processes
grow and maintain HOLT Lens usage or data application within the client
manage the end-to-end client management process for HOLT products and the monetization of them
support internal projects or automation initiatives
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Your team
You will be part of an innovative and highly-collaborative team that remains a boutique within UBS. You will interact daily with your sales colleagues and the broader HOLT team to identify and deliver HOLT-based investment insights for your clients and prospects. You will also interact with the broader UBS platform to leverage client relationships to deliver HOLT-based solutions.
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
solid understanding of finance, accounting as well as financial markets, instruments and strategies
CFA charterholder, CPA title, or progess toward either is a strong preference
strong communication skills including public speaking
highly motivated self-starter with attention to detail and tenacity for follow-up
a passion for following market developments and their effect on companies and industries
collaborative, personable, with ability to thrive in a high-paced environment with a consistently professional manner
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary information
CA, CO, WA and NY based roles: The salary range for this role is $175,000 to $212,500 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
Do you have a track record in Advisory sales or similar? Can you work with all levels of a client to deliver a solution? Are you a self-starter and target-driven?
We're looking for an HOLT Salesperson to:
provide HOLT sales coverage for US based Hedge Funds, traditional fund managers and pension funds
use your sales skills to commercially integrate the renowned HOLT platform into clients' investment processes
grow and maintain HOLT Lens usage or data application within the client
manage the end-to-end client management process for HOLT products and the monetization of them
support internal projects or automation initiatives
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Your team
You will be part of an innovative and highly-collaborative team that remains a boutique within UBS. You will interact daily with your sales colleagues and the broader HOLT team to identify and deliver HOLT-based investment insights for your clients and prospects. You will also interact with the broader UBS platform to leverage client relationships to deliver HOLT-based solutions.
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
solid understanding of finance, accounting as well as financial markets, instruments and strategies
CFA charterholder, CPA title, or progess toward either is a strong preference
strong communication skills including public speaking
highly motivated self-starter with attention to detail and tenacity for follow-up
a passion for following market developments and their effect on companies and industries
collaborative, personable, with ability to thrive in a high-paced environment with a consistently professional manner
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary information
CA, CO, WA and NY based roles: The salary range for this role is $175,000 to $212,500 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.