What are the responsibilities and job description for the Fixed Income Sales position at UBS?
United States - New Jersey
Sales
Global Wealth Management
Job Reference #
256495BR
City
Weehawken
Job Type
Full Time
Your role
Do you like working with Financial Advisors? Do you have knowledge of Fixed Income products.
We are looking for someone to:
We are looking for someone to:
- Jointly manage UNHW clients with the primary financial advisor by providing institutional quality fixed income sales coverage.
- expand existing client relationships within UBS WM USA by developing and communicating to clients actionable ideas throughout the fixed income universe.
- receive and manage client orders as part of the coverage process.
- understand the firm’s CIO research on credit across all products, along with that pertaining to strategy and economics, and translating that research into targeted trading ideas.
- deliver transactional suggestions for positioning in individual bonds and fixed income portfolios through outbound phone calls along with detailed sales and trading written commentary.
- contribute to the expansion of the PMA program. This effort will include speaking individually with FA’s and associated clients/prospects, presenting the PMA value proposition to large groups of FAs at branch meetings, and participating in client events such as conference calls, meetings, and seminars.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
We are opportunistically seeking an UHNW fixed income salesperson to join our Premier Markets Access (PMA) direct client coverage team. The specialist will partner with existing Financial Advisors (FAs) to provide coverage of those Ultra High Net Worth (UHNW) clients with a focus on offering a premium service involving trade ideas, market color and facilitating transactional business in fixed income as part of the PMA program. A successful candidate will generate incremental revenues to UBS WM USA by enhancing and expanding existing client relationships through regularly delivering actionable ideas, superior transactional management, and communicating market commentary. Working with FAs to on-board future clients to the PMA program will be a continual priority.
Your expertise
- Industry experience with 5 years of providing direct fixed income sales coverage. Able to compose and effectively communicate actionable and relevant transactional ideas via products across the fixed income spectrum. Some wealth management experience is preferred but not required.
- Driven and sales oriented with a history of delivering results.
- Strong verbal and written communication skills. Must be a polished public speaker.
- Able to be resilient and manage stress in a fast paced, dynamic trading floor environment.
- Bachelor’s degree required
- Series 7 and 66 (required within 60 days after start date).
About us
UBS is the world’s largest and 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 our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
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?
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?
Disclaimer / Policy Statements
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.
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