Sales Management - Investment Proposal Specialist Your role
Are you interested in generating new business? Are you strongly interested in the financial industry in particular investments? Are you tech- and data-savvy? Do you work accurately? We are looking for you!
As part of our RFP team, you'll help respond to detailed client questionnaires that showcase our products, people, and investment strategies. These responses are key to winning new business and maintaining strong client relationships.
You'll manage RFPs end-to-end, working with large datasets, automating repetitive tasks, and presenting insights clearly. A structured, analytical mindset and a willingness to learn are essential. While deep technical skills aren't required, beingfortable with data analytics tools (see "Your Experience and Skills") will help you deliver faster, more insightful responses.
The main tasks of your role are :
Your team
You will be part of the RFP (Request for Proposals ) team with members in Europe, APAC, US and Switzerland. We support sales teams globally. In particular, you will engage with them providing RFP responses on a wide range of investment products. Our team has a direct impact in meeting sales targets and therefore in supporting business growth and client engagement. You will also have exposure to other Sales Management teams, gaining insight into how data, analytics, pricing and market intelligence support strategic decision-making.
Your team is part of Client Coverage within UBS Asset Management. Our business offers industry leading capabilities on a truly global scale. With over trillion
Your expertise
Your experience and skills
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 ourpetitors..
We have a presence in all major financial centers in more than 50 countries.
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? Job ID 317229BR
Sales Specialist • Wrocław, Poland