Jobs
>
Zürich

    Sales - Direct Access Clients - Zürich, Schweiz - Union Bancaire Privee

    Union Bancaire Privee
    Union Bancaire Privee Zürich, Schweiz

    vor 4 Tagen

    Default job background
    Beschreibung

    Sales - Direct Access Clients

    Description

    The Cross Asset DAC Sales plays a pivotal role in managing and expanding Direct Access relationships with External Asset Managers (EAMs) and Wealth Management DAC within the Direct Access Clients segment. This position requires a combination of financial expertise, relationship management skills, and market knowledge to effectively execute trades and provide tailored investment solutions to meet the needs of EAM clients.

    Mission

    .

    Challenges

    Adherence to the company's values: Dedication, Conviction, Agility and Responsibility. Compliant with regulations and internal directives.

    Main responsibilities

  • Cultivate and maintain strong relationships with External Asset Managers (EAMs) and Direct Access Clients to understand their investment objectives, risk tolerance, and products preferences. Act as the primary point of contact, providing proactive market insights, and trade execution services.
  • Collaborate with internal teams such as Investment Advisory, Relationship Managers, Research, and Compliance to ensure alignment with client goals and regulatory requirements.

    • TRADE EXECUTION

  • Execute trades across various asset classes, including equites, foreign exchange, fixed income, derivatives, and structures products.
  • Monitor market developments, analyze trading opportunities, and implement trading strategies to optimize clients portfolios.
  • Ensure timely and accurate trade execution while adhering to risk management protocols and regulatory guidelines.

    • BUSINESS DEVELOPMENT

  • Identify opportunities to expand the client base and increase assets under management (AUM) within the DAC segment.
  • Participate in client prospecting activities presentations, and industry events to showcase the company's capabilities and attract new EAM clients.
  • Collaborate with Sales and Marketing teams to develop marketing materials, clients proposals, and presentations tailored to the needs of EAM clients.
  • Develop and maintain good relationship with Front Office.

    • PERFORMANCE MONITORING AND REPORTING

  • Track the performance of client portfolios, analyze investment results, and provide regular performance updates to Direct Access Clients.
  • In collaboration with Front Office prepare comprehensive portfolio reviews, investment reports, and performance attribution analysis to demonstrate value-added services and support client retention efforts.
  • Proactively address client inquiries, resolve any issues or concerns, and ensure high levels of client satisfaction.

    • Education

  • Education: Bachelor Degree
  • Certification: Degree in Finance, Business Administration, or related field. Advanced degree is preferred (MBA,CFA)

    • Experience

  • Years of experience: +10 : senior
  • Experience required:
  • Proven experience in financial services, with a focus on trading, portfolio management, or relationship management within the wealth management or asset management industry.
  • Strong understanding of financial markets, investment products, and trading strategies across multiple asset classes.
  • Excellent interpersonal skills with the ability to build and maintain relationships with high-net-worth clients and external partners.
  • Analytical mindset with proficiency in data analysis, financial modeling, and risk assessment.
  • Sound knowledge of regulatory requirements, compliance standards, and best practices in wealth management.
  • Experience in private banking: Mandatory

    • Language

  • German: Fluent
  • English: Fluent

    • Personal skills

  • Swiss resident: Mandatory
  • Proactive attitude, self-motivated, and ability to thrive in a fast-paced, dynamic environment.
  • Effective communication skills, both written and verbal, with the ability to convey complex financial concepts in a clear and concise manner.
  • UNION BANCAIRE PRIVEE, UBP SA

    Sales - Direct Access Clients

    vor 5 Tagen

    UNION BANCAIRE PRIVEE, UBP SA Zürich, Schweiz Ganztags

    Karriere und Ausbildung Vacancies · Offene Stelle : · Sales - Direct Access Clients · Zweigstelle : · Zürich · Eintrittsdatum : · Arbeitszeit : · Domain : · Share · email · print · Sales - Direct Access Clients · Description · The Cross Asset DAC Sales plays a pivotal role in man ...

  • isolutions

    Project Manager:in

    vor 3 Tagen

    isolutions Zurich, Schweiz

    **Wir bauen den Arbeitsplatz aus der Cloud**: Client Deployment mit Intune und Autopilot, Exchange Online Migrationen, Meetings und Telefonie mit Microsoft Teams, Azure AD, Conditional Access und vieles mehr. Bist du ein erfahrener Project Manager und hast eine Leidenschaft für d ...

  • smiti AG

    Teamleader Ict Platforms

    vor 2 Tagen

    smiti AG Zurich, Schweiz

    Die smiti AG in Horgen ist spezialisiert auf Verleih und Vermittlung von Spezialisten in den Bereichen IT, HR, Sales, Finance, Marketing und Merchandise. · Für unseren Kunden im Raum Zürich suchen wir einen/e** Teamleader ICT Platforms - (a) · - Festanstellung** · **Ihre Aufgaben ...

  • ITech Consult

    Ict System Spezialist

    vor 4 Tagen

    ITech Consult Zurich, Schweiz

    **Projekt**: Wir arbeiten eng mit einem internationalen Shared-Service-Unternehmen zusammen, das ein wesentlicher Bestandteil einer globalen Gruppe ist. Es bedient verschiedene Einheiten innerhalb der Organisation weltweit und bietet innovative und qualitativ hochwertige IT-, Die ...

  • persona service AG & Co. KG

    Ict Team Lead

    vor 1 Woche

    persona service AG & Co. KG Zurich, Schweiz

    **Herzlich willkommen bei persona service GmbH**: · Wir sind spezialisiert auf die Rekrutierung von **Young Professionals**, **ambitionierten Helfern** sowie **Fach-** und **Führungskräften**. Dabei bieten unseren Kunden für **Projekt-** und **Prozessunterstützung** mit **Temporä ...

  • TONI Digital Insurance Solutions

    Sachbearbeiter/in Im Bereich

    vor 1 Woche

    TONI Digital Insurance Solutions Zurich, Schweiz

    **Sachbearbeiter/in im Bereich Motorfahrzeug-, Sach · - und Haftpflichtversicherung 80% - 100%** · TONI is an insurtech startup, that offers a fully digital insurance offering as a white-label solution. Our slogan "Make insurance simple" underlines our approach to focus on today' ...

  • Helvetas

    Advisor Private Sector Development

    vor 2 Tagen

    Helvetas Zurich, Schweiz

    HELVETAS is an organization specialised in development cooperation and humanitarian response, anchored in Switzerland. Our vision is a just world in which all men and women determine the course of their lives in dignity and security, using environmental resources in a sustainable ...

  • State Street

    Custody Client Service Representative

    vor 1 Woche

    State Street Zurich, Schweiz

    Who we are looking for · Why this role is important to us · The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core c ...

  • Izertis

    Access Management Architect

    vor 2 Tagen

    Izertis Zurich, Schweiz

    Are you passionate about challenges? Izertis is your company. · We are looking for an Access Management Architect for a client in Switzerland. · **Responsibilities** · - Proficient with design and implementation of **Centrify/Thycotic (Delinea) PAM products**. · - Hands on Low le ...

  • Bank Vontobel

    Head Iam

    vor 1 Woche

    Bank Vontobel Zurich, Schweiz

    Bank Vontobel Zurich, SwitzerlandPosted 5 hours ago Permanent Competitive · - Head IAM (80% - 100%) · - Do you want to use your conceptual capability and your strength of implementation? Do you want to demonstrate your leadership skills? · - As Head Identity & Access Management y ...

  • PhysioMatch

    Physiotherapist - Exciting Opportunity Practice

    vor 1 Woche

    PhysioMatch Zurich, Schweiz

    In the vicinity of Zurich, we are looking for an enthusiastic physiotherapist · for a cozy primary care practice with a friendly owner. · **The organisation**: · The practice, with a friendly and international team, serves a diverse patient population. There are multiple treatmen ...

  • State Street

    Fund Accounting and Administration, Associate 2

    vor 1 Tag

    State Street Zurich, Schweiz

    Who we are looking for. · This role can be performed in a hybrid model, where there is a balance work from home and office to match role requirements. · Why this role is important to us. · The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives a ...

  • Brown Brothers Harriman

    Administrative Assistant

    vor 1 Tag

    Brown Brothers Harriman Zurich, Schweiz

    What You Can Expect At BBH: · If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will p ...

  • what. AG

    Website Project Manager

    vor 2 Tagen

    what. AG Zurich, Schweiz

    At what. We combine business insights, design, and technology into websites and products that make our clients' businesses tick. · We are passionate about what we build and create long-term relationships with our clients to grow together. We are proud of the results we deliver. · ...

  • Swiss Quant

    Sales and Relationship Manager

    vor 3 Tagen

    Swiss Quant Zurich, Schweiz

    Do you want to want to give your clients access to cutting edge technology and most advanced portfolio management tools? · Are you ready to embark in a growth journey, grasping opportunities generated by Artificial Intelligence, Big Data, sophisticated financial and risk modellin ...

  • Moonfare

    Relationship Manager

    vor 4 Tagen

    Moonfare Zurich, Schweiz

    Private equity funds have long been one of the most attractive investment opportunities, outperforming public market benchmarks, like the S&P 500. But these funds have also been difficult or impossible to access, especially for individuals. Onerous paperwork, high investment mini ...

  • Swisslinx

    Calling IBM Cmod Enthusiasts

    vor 9 Stunden

    Swisslinx Zurich, Schweiz

    Looking for more family time? We have a solution Our client in finance seeks an IBM CMOD expert for part-time work (50%). Initially 3-6 months contract with potential for permanent role. · Role Overview: · Intrigued by modern tech? Become a part of their Backup and Archive on Dem ...

  • what. AG

    Website Project Manager

    vor 4 Tagen

    what. AG Zurich, Schweiz

    At what. We combine business insights, design, and technology into websites and products that make our clients' businesses tick. · We are passionate about what we build and create long-term relationships with our clients to grow together. We are proud of the results we deliver. · ...

  • UBS

    Business Manager Banks and Transaction Banking

    vor 3 Tagen

    UBS Zurich, Schweiz

    Critères de l'offre · Description du poste · Are you able to handle multiple priorities with energy and enthusiasm? Do you have strong analytical skills and enjoy working closely with the management team to drive our strategic agenda? We are looking for someone to strengthen our ...

  • what. AG

    Website Project Manager

    vor 9 Stunden

    what. AG Zurich, Schweiz

    At what. We combine business insights, design, and technology into websites and products that make our clients' businesses tick. · We are passionate about what we build and create long-term relationships with our clients to grow together. We are driven by quality. We build things ...