HOLT Salesperson

Your role

Are you motivated by building client relationships with institutional investors to deliver and monetise solutions? Do you have expertise in equity markets and building a process-driven approach to investing? Does working at the intersection of markets, data and client advisory appeal to you?

We’re looking for a HOLT Salesperson to:
• act as a trusted advisor to institutional equity investors, embedding the HOLT framework into client investment processes
• drive adoption and usage of HOLT tools (including HOLT Lens) through onboarding, training and ongoing client support
• originate and grow commercial opportunities across platform subscriptions, data usage and customised analytical solutions
• manage and develop long term client relationships with senior investment professionals including CIOs, Heads of Research, Portfolio Managers and Analysts
• deliver differentiated investment insight by interpreting HOLT outputs such as CFROI®, valuation and market implied expectations
• contribute to product development, new use cases and initiatives across automation and AI enabled solutions, while supporting cross selling of the broader Data Intelligence product suite

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, wherever 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’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Your team

You’ll be working in the HOLT Sales team within Data Intelligence, focusing on monetising UBS’ proprietary HOLT Lens platform and dataset and expanding its adoption across institutional clients and within UBS.
The team partners closely with Global Markets, Research, Asset Management and Global Wealth Management to ensure consistent, high impact use of HOLT analytics. As a HOLT Sales professional, you’ll play an important role in supporting UBS’ strategic focus on differentiated data solutions and long term client value creation.
HOLT Sales is a high visibility, collaborative team with a strong emphasis on intellectual curiosity, partnership and client impact.

Your expertise

• strong interpersonal, communication and presentation skills, with experience engaging senior institutional investors
• proven commercial mindset with experience in relationship management, negotiation and solution based selling
• high level of analytical capability, intellectual curiosity and attention to detail
• ability to explain complex financial and analytical concepts clearly and intuitively
• bachelor’s degree in Finance, Accounting, Economics or a related discipline (or equivalent) with a strong grounding in valuation and financial analysis
• relevant experience in a client facing role within investment banking, asset management, data/analytics or related financial services
• experience engaging with equity research, valuation, investment consulting or financial analytics (desirable)
• exposure to selling analytical platforms, data or investment tools (desirable)
• CFA qualification or active participation in the CFA Program (desirable); MBA, ACA or other postgraduate qualification (desirable)

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.com/careers.

Your Career Comeback

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