at UBS
Bulge Bracket Investment BanksPosted 9 days ago
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**GB Onboarding Specialist - ICLS Client Onboarding**: Experienced Private Wealth Client Onboarding Specialist required to place Direct Equity, Private Debt, and Private Funds Investment opportunities. Key responsibilities include distributing DIG's full range of offerings, enhancing client advisor engagement, and supporting sales volumes. Must have knowledge in Direct Investments across public and private markets, along with a passion for sales-driven, high-energy environments.
- Compensation
- Not specified
- City
- Not specified
- Country
- United Kingdom
Currency: Not specified
Full Job Description
| Do you have experience in placing Direct Equity / Private Debt / Private Funds Investment opportunities to sophisticated private wealth clients? Do you have knowledge in Direct Investments across both public and private markets ? Are you passionate about working in a people and service oriented environment that is high energy and sales driven? Are you a recognized motivator and team player? We're looking for someone like you to: - distribute the entire range of Direct Investments Groups (DIG) offerings including IPO (ECM Syndicate) opportunities - support the team to deepen client advisor awareness and increase sales volumes across DIG opportunities - support the client advisors in marketing and execution of DIG products - conduct sales meetings and create action plans for engaging client advisors and desk heads - collaborate with Client Advisors in external meetings to take active part in client acquisition, review and aftersales support | Show more Direct Investments Group - Distribution Specialist |
