Poland

Product Management and Development

Asset Management

Your role

Are you interested generating new business? Are you strongly interested in the financial industry in particular investments? Are you a confident communicator? Do you work accurately? We are looking for you!

Prospects and existing clients often use RFPs (questionnaires requiring UBS to provide detailed information about our products, companies and people), to get a better understanding of our organisation and our investment strategies as well as to comply with due diligence best practices. The strength and quality of our responses are an important factor in the process of winning new (and retaining existing) clients.

The main tasks of your role are:
• To co-ordinate and produce accurate, timely RFPs, RFIs (Requests for Information) and DDQs (Due Diligence Questionnaires) for prospect clients and existing clients according to internal brand/style guidelines and compliance regulations.
• To collaborate closely with portfolio managers and subject matter experts to improve RFP answers, ensure key messages are understood, and present our capabilities in the most compelling way possible.
• To ensure the RFP database is kept up-to-date and accurate, and quality continually improved
• To help the team identifying and implementing digital solutions

Job Reference #

317229BR

City

Wroclaw

Job Type

Full Time

Your Career Comeback

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

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.

Your team is part of Client Coverage within UBS Asset Management. Our business offers industry leading capabilities on a truly global scale. With over 1.7 trillion* in invested assets, we are the third largest Europe-based asset manager and the number 12 firm globally. Client Coverage is the sales organization driving the growth of our business by building relationships with Clients (*as of 30 June 2024)

Your expertise

Your experience and skills
• Investment knowledge across all asset classes
• Studying for CFA or similar
• Familiarity with basics of e.g. Python, SQL, PowerBI/PowerPivot, PowerAutomate is an adventage
• 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, preferably German, French or Italian, is a 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
• Previous experience with proposal software (Qvidian) is an advantage

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.

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?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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