Job Reference #
305620BR
Job Type
Full Time
Your role
Do you have experience of working in Real Estate? Do you support US Marketing and Client Service team and activities?
We are looking for an Investment Specialist to :
- provide support to the Real Estate & Private Markets - US Marketing and Client Service team in the following areas: investor, consultant and prospect research; identify opportunities to expand existing investor/consultant relationships; client servicing; and presentations.
- over time build and sustain long-term relationships with internal and/or external clients based on mutual understanding, trust and respect. Focus on identifying and meeting client needs.
- assist in presentation preparation and client on-boarding procedures.
- communicate with clients, prospects and consultants on past performance, capabilities and significant organizational / fund changes.
- develop knowledge and understanding of the organization and funds in order to represent REPM-US in client, prospect and consultant meetings and at conferences.
- provide support to the client servicing team as related to client servicing, consultant servicing, RFPs, the new business/contracts, reporting, conferences and internal and external meetings.
- deliver and report effective client and consultant feedback on a regular basis, and share client- and consultant-based information with other marketing team members as well as business heads and portfolio management.
- develop new client, consultant and prospect relationships.
Your team
UBS Asset Management, Real Estate & Private Markets provides a comprehensive range of real estate investment advisory services in a variety of direct investment structures and commingled vehicles. The firm operates through its primary legal entity, UBS Realty Investors LLC (“UBS Realty”). As of June 30, 2024, 23.3 billion AUM with over 140 employees on behalf of over 600 clients, in core, core-plus, value-added and participating mortgage strategies. These strategies are implemented through open-end, closed-end, and individual discretionary client vehicles and a handful of non-discretionary accounts.
Your expertise
- 7 plus Years of direct real estate experience with increasing scope of responsibility
- oral and Written communication skills
- proficient in MS Office products – PowerPoint, Word and Excel
- team Building - ability to develop good working relationships across the organization
- effective Time Management/Organizational skills.
- degree in Real Estate, Business or related field.
- series 7 and Series 66 designations or willingness to obtain within agreed upon timeline
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?
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.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary Information
US Only: The expected salary range for this role is $150000 to $190000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
