Sales Management - Investment Proposal Specialist

City

Wroclaw

Job Type

Full Time

Country / State

Poland

Function Category

Product Management and Development

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?

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.

Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com

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 1.8 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 accomplished 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 and Governance) factors in investments
• Fluent English with excellent writing and proof-reading skills: an additional European language (e.g. French or Italian) is a plus, while proficiency in German would be a strong plus
• High attention to detail, accuracy and comfortable using methodical approach to tasks
• Strong project management skills and able to set priorities
• Confident communicator, 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 our competitors..

We have a presence in all major financial centers in more than 50 countries.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.