Client Office

United States

• New York
  Sales
  Investment Bank
  Job Reference #
  341906BR
  City
  New York
  Job Type
  Full Time
  Key responsibilities
  How will you help shape and deliver our client strategy across Global Markets Distribution—driving revenue outperformance, winning market and improving the client experience?
  
• You'll act as a central connector between clients and the firm, ensuring we bring the full UBS platform to clients without silo bias.
  
• You'll put the client at the center of decision making: identifying of wallet gaps, prioritizing the right opportunities, and turning insight into measurablemercial oues.
  
• You'll work at the intersection of data, AI, sales, trading and senior management—translating analytics into action through disciplined forums, campaigns and best in class execution.

Inform. Enable. Execute.

The team

You'll be joining the Global Markets Client Office team in NY, as part of a global team based in London, New York, Singapore and Hong Kong, providing a follow the sun coverage model

Your skills and experience

• Drive cross asset client campaigns and regional initiatives for priority clients—spot opportunities, coordinate execution and track oues
  
• Deliver clear, large scale analytics on wallet gaps, campaign performance and thematic trends to inform strategy and improve results
  
• Act as the Voice of the Client by running structured internal client reviews and forums with Sales & Trading and senior stakeholders—capturing insights, agreeing actions and ensuring follow through
  
• Support key client deliverables across account management (firm to firm engagement, new PM onboarding, strategic discussions, escalations and ongoing connectivity)
  
• Organize broker reviews, reverse broker reviews and client events end to end (planning, materials, logistics and actions)
  
• Generate actionable client intelligence using advanced analytics and emerging AI tools; contribute to the design, testing and rollout of Sales AI capabilities
  
• Produce concise, senior ready materials—briefings, performance reports and presentations that are decision oriented and easy to consume
  
• build AI products that embed proactive insights, automation and decision support directly into sales workflows
  
• Proficient in Microsoft Suite and will require 7 & 63, SIE FINRA licenses within 90 days of start
  
• You're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment
• validating outputs and aligning with policies, risk standards, and ethical use.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also 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. Because together, we're more than ourselves. Want to find out more? Visit ubs/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States
• New York
• New York min

USD 90000

• max

USD 107500

/annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range ofpetitive benefits and for further information, please visit ubs/employee-benefits. We may, at our sole discretion, provide additional variablepensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wver they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We'remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us.

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.