Do you have a track record in sales and distribution of financial investment products and services? Are you a people person and have a preference of working as a team?

We are looking for an A&S Client Investment Specialist who can help us deliver the best of UBS to our clients, providing an excellent opportunity for a talented and driven individual to play a vital role in growing our business:

• act as point of entry to the Advisory & Sales team for clients and client advisors looking to access the entire range of WM UK & Jersey mandate solutions in addition to the wider investment capabilities of the firm
• support client advisors in client meetings and presentations across a range of activities including acquisition, reviews and retention of mandates
• represent the ‘investment capability’ of UBS Wealth Management, including the Chief Investment Office (CIO), the underlying investment process and portfolio construction to client advisors and clients
• present mandate solutions to clients of varying degrees of sophistication targeting predominately upper HNW, trust companies and family offices
• help to drive systematic sales and reviews of discretionary and advisory mandates
• collaborate with CIO, other product specialists, wealth and financial planning ensuring clients get access to the entire value chain of UBS
• participate in 'broad impact' activities to update and educate client advisors on mandates, performance and investment outlook
• collaborate with desk heads and client advisors based in Jersey to support in the development of their client books

You'll be working closely with client advisors and their clients in Wealth Management, primarily responsible for sales and after-sales of all discretionary mandate solutions but with potential for cross-selling of advisory mandate solutions, including investment funds, structured products and a range of alternative investments. The role holder must be client and sales focused, with a positive and pro-active attitude.