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About the Role
The Wholesale Client Coverage (WCC) and Global Wealth Management (GWM) team is responsible for positioning investment solutions and product capabilities to external wholesale distribution channels across Australia and internal wealth management partners. The team is recognized for its collaborative culture, strong performance, and client-centric approach.
Responsibilities
- Originate and develop new business opportunities across the wholesale market and third-party distribution channels.
- Drive the growth and penetration of asset management solutions across target client segments in Australia.
- Partner closely with internal stakeholders to deliver coordinated client strategies and exceptional outcomes.
- Contribute to the development and execution of business plans, sales strategies, and action plans to maximize business growth and commercial results.
- Establish, manage, and strengthen senior executive and C-suite relationships internally and externally, focusing on identifying and expanding strategic partnerships.
- Promote a broad range of investment solutions, including single and multi-asset class strategies, tailored to client objectives and evolving market needs.
- Maintain a disciplined and proactive approach to pipeline management, business development, and revenue generation.
- Coverage responsibilities include: Investment consultants and research houses, Private wealth firms, National dealer groups, Independent Financial Advisers (IFAs), Other key wholesale market participants and strategic intermediaries.
Requirements
- A minimum of 10 years' experience within the asset management or broader funds management industry.
- Strong technical knowledge of investment markets and asset management.
- Demonstrated expertise across single and multi-asset class investment solutions, including alternatives, index strategies, active fixed income, and customized portfolio solutions.
- A well-established network of key influencers, gatekeepers, decision-makers, and stakeholders within the Australian wholesale distribution market.
- A proven ability to originate, develop, and close business opportunities, supported by a strong track record of asset growth and sales achievement.
- Exceptional relationship management, stakeholder engagement, negotiation, and communication skills.
- The ability to operate effectively in a fast-paced, highly collaborative, and results-oriented environment.
Skills
- CFA
- CIMA
- Master of Applied Finance
- Relationship management
- Stakeholder engagement
- Negotiation
- Communication
Location
- Sydney
Work Type
- Full-time
Experience Level
- 10+ years
Education Level
- Advanced qualifications such as CFA, CIMA, Master of Applied Finance, or equivalent
Benefits
- New challenges
- Supportive team
- Opportunities to grow
- Flexible working options when possible
About the Company
- UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
- We provide diversified asset management solutions and focused investment banking capabilities.
- Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
- We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do.
- We use artificial intelligence (AI) to work smarter and more efficiently.
Equal Opportunity
- 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.
- We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.