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Sales Management - Investment Proposal Specialist

UBSWrocław, Poland

18 days ago

Job description

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 :

To co-ordinate and produce accurate, timely RFPs, RFIs (Requests for Information) and DDQs (Due Diligence Questionnaires) for prospect clients and existing clients according to internal brand / style guidelines andpliance regulations.
To collaborate closely with portfolio managers, investment specialists and subject matter experts to improve RFP answers, ensure key messages are understood, and present our capabilities in the mostpelling way possible.
To ensure the RFP database is kept up-to-date and accurate, and quality continually improved
To help the team identifying and implementing digital solutions

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

in invested assets, we are the third largest Europe-based asset manager and the number 13 firm globally. Client Coverage is the sales organization driving the growth of our business by building relationships with Clients (

as of 31 March 2025)

Your expertise

Your experience and skills

Investment knowledge across all asset classes

Studying for or having aplished CFA or similar is a plus

Advanced Excel skills (very familiar with pivot tables, PowerPivot / Get-And-Transform), PowerBI, PowerAutomate, SQL databases, R / Python is a strong advantage

Interest in / understanding of ESG (Environmental, Social andernance) factors in investments

Fluent English with excellent writing and proof-reading skills : an additional European language ( French or Italian) is a plus, while proficiency in German would be a strong plus

High attention to detail, accuracy andfortable using methodical approach to tasks

Strong project management skills and able to set priorities

Confidentmunicator, both orally and in writing, with audiences of different seniority

Ability to work with stakeholders locally and remotely as well as cross functions

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

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Sales Specialist • Wrocław, Poland