Equity and Cross Asset Advisory Distribution

2 weeks ago

Johannesburg, South Africa UBS Full time

South Africa
- Equities, Sales
- Investment Bank

**Job Reference #**
- 279969BR

**City**
- Johannesburg

**Job Type**
- Full Time

**Your role**
- Do you have a track record in Equity and Cross-Asset sales? Are you looking an enthusiastic and extended growth experience, with a commensurate level of job engagement, satisfaction, and productivity? Do you know how to come up with innovative structured solutions for clients?
- We're looking for an Equity and Cross Asset Advisory Distribution Salesperson to:
- Provide cross-asset advisory sales, creative solutions and risk-reward advice to investors who trade in these asset classes via a variety of channels
- Provide wholistic client account management across product suite with proactive management of account resources. Maximise cross selling opportunities across accounts
- Ability to prepare and distribute marketing, reports and other materials for clients covering investment ideas, account services and UBS product capabilities
- Provide clients with constructive market information, market commentary and analysis based on sales and trading research. Ability to engage across client spectrum including analysts, PMs, traders, CIOs, and operations teams is vital
- Be able to generate trade ideas and actionable solutions based on client requests, market trends, quantitative analysis, UBS research and trading desk inventory. In addition, need to be able to contribute meaningfully to “AlphaCapture” initiatives
- Manage risk, compliance, and governance: thorough understanding of governance and regulatory framework with respect to sales and trading conduct as well as market and operational risks
- Drive the creation and implementation of sales and marketing strategies aimed at enlarging our client footprint and increasing associated revenue, with a particular focus on the South African market
- Collaborate with senior management and colleagues to develop a robust marketing plan, delineating clear priorities, market penetration goals, and revenue objectives
- Utilise your extensive network to comprehend client needs, introduce our services, and persuade clients to adopt our offerings to bolster both satisfaction and revenue
- Assist in the management of the documentation and onboarding process for new accounts and clients
- Manage and coordinate the setup of analyst roadshows, assuring efficient communication and meticulous logistics planning
- Engagement with corporate clients to build corporate access solutions and facilitate local and global roadshows
- Lead the promotion of global research within the South African market, crafting strategic approaches for selling this valuable resource to our clientele
- Provide strategic advice on positioning and transaction closure, partnering with internal stakeholders across structuring, trading, legal, credit, and risk teams
- Cultivate and maintain relationships with fellow salespeople to leverage our franchise and source relevant trading opportunities for our clients
- Uphold rigorous governance and controls in collaboration with control functions such as Legal, Compliance, Market and Credit Risk, Audit, and Finance
- Initiate, develop, and sustain relationships with institutional clients and prospects
- Share market intelligence, updates, and foster the creation of ideas during team meetings
- Work closely with Research and Global Markets teams to generate thematic trade ideas and content and promote our services to enhance sales efforts
- Expertise to drive our technology strategy and adopt key tools to enable more efficient and effective client interactions

**Your Career Comeback**

**Your team**
- You’ll be joining a strong franchise working in the Global Markets team in South Africa. We provide a full range of strategic equity solutions with global access to primary and secondary markets. As an Equity and Cross Asset Advisory Distribution Salesperson you’ll play a vital role in making sure we help clients manage risk and meet their funding requirements.
- Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

**Your expertise**
- a minimum of 6-10 years of relevant experience in a client-facing role with either buy-side or sell-side experience.
- proven sales track record within a financial services organisation.
- exceptional interpersonal, problem-solving, and negotiation skills.
- robust written and verbal communication skills.
- broad client relationships preferred.
- strong attention to detail and desire to work in team-oriented and collaborative environment
- strong drive to expand the institutional advisory sales business
- excellent knowledge of financial markets, instruments and strategies
- proven understanding of the regulatory environment and its effect on clients
- adept communicator and collaborator, able to adapt style to audience
- a passion for following market de

  • Manager: Asset Management Distribution

    3 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    Are you a seasoned professional with a passion for asset management distribution? An esteemed financial services company is seeking a talented Manager to lead their dynamic team. The purpose of the role is to drive and implement the strategy to increase the companys market share, in the Institutional environment, whilst asserting leadership for the...

  • Manager: Asset Management Distribution

    1 month ago

    Johannesburg, South Africa The Recruitment Council Full time

    Are you a seasoned professional with a passion for asset management distribution? An esteemed financial services company is seeking a talented Manager to lead their dynamic team. The purpose of the role is to drive and implement the strategy to increase the companys market share, in the Institutional environment, whilst asserting leadership for the...

  • Private Equity Associate

    1 month ago

    Johannesburg North, South Africa Communicate Recruitment Full time

    This revered investment banking group is looking to hire a Private Equity Associate. **Job & Company Description** **Job Experience & Skills Required** - CA(SA) or any other relevant financial qualification - CFA would be beneficial - **3-5 years’** experience in private equity, investment banking, corporate finance or M&A - Strong valuations, analysis,...

  • Equity Analyst

    1 month ago

    Johannesburg, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: To be an effective member of the company research team. To provide expert knowledge and insight into specific companies and sectors for the purpose of assisting with constructing, maintaining and marketing of equity portfolios (funds and models). **Minimum Requirements**: SKILLS/PERSONAL ATTRIBUTES REQUIRED - Relevant finance-related...

  • Sales & Distribution Manager Ii - Aeroton

    4 weeks ago

    Johannesburg, South Africa PepsiCo Full time

    **Responsibilities**: - Analyse sales forecasts & competitor activities and formulate and manage plans i.e. volumes, price and promotions - Negotiate and manage product price, promotions, services and special deals. Controll working capital items i.e. product returns - Manage promotional assets and equipment - Manage internal/ key account/ 3rd party/ agents...

  • Associate - Private Equity

    1 month ago

    Johannesburg, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Asset Management Jobs in Johannesburg- Salary- R 900 K - R750 K p/a- Job Type- Permanent- Education- CA (SA) essential- Experience- 2 years Corporate Finance/ Private Equity experience- Reference- 030621FAAPE- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847**Requirements**: - CA (SA) essential - Progress with CFA...

  • Advisory Assistant Claremont

    1 month ago

    Johannesburg, South Africa The Recruitment Council Full time

    Join one of South Africa’s leading short term insurance financial service providers as an Advisory Assistant and you will need to provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients. Key Relations: - All clients, possible leads, - Internal clients, Finance...

  • Equity Analyst

    10 hours ago

    Johannesburg, South Africa Adzuna ZA B C2 Full time

    As an Equity Analyst you will be responsible for examining a wide-range of local and offshore listed companies while forming a part of a diverse and highly talented team.Duties and responsibilities include:Data integrity management (financial models)Creating valuation models and investment recommendationsComposing research reportsPresenting all analysis to...

  • Equity Analyst

    3 hours ago

    Johannesburg, South Africa Network Recruitment Full time

    As an Equity Analyst you will be responsible for examining a wide-range of local and offshore listed companies while forming a part of a diverse and highly talented team.Duties and responsibilities include:Data integrity management (financial models)Creating valuation models and investment recommendationsComposing research reportsPresenting all analysis to...

  • Head of Assets

    1 week ago

    Johannesburg, South Africa Adzuna ZA B C2 Full time

    Qualifications: Complete BCom Accounting / CFASkills:Asset administration experience is essentialUnitisation and ValuationsExposure to pricing within a unit trust environment is essential Job description:Prioritize controls, exception reporting, and meticulous attention to detail to guarantee the precision and comprehensiveness of prices and...

  • Head of Assets

    2 weeks ago

    Johannesburg, South Africa The Working Earth Full time

    Qualifications: Complete BCom Accounting / CFA Skills: Asset administration experience is essential Unitisation and Valuations Exposure to pricing within a unit trust environment is essential Job description: Prioritize controls, exception reporting, and meticulous attention to detail to guarantee the precision and comprehensiveness of prices and...

  • Head of Assets

    2 weeks ago

    Johannesburg, South Africa The Working Earth Full time

    Qualifications: Complete BCom Accounting / CFASkills:Asset administration experience is essentialUnitisation and ValuationsExposure to pricing within a unit trust environment is essential Job description:Prioritize controls, exception reporting, and meticulous attention to detail to guarantee the precision and comprehensiveness of prices and...

  • Renewable Energy Asset Manager

    1 month ago

    Johannesburg, South Africa Macdonald & Company Full time

    **Location**: **Johannesburg** **Salary**: **1,200,000** **Job Type**: **Permanent** **Reference**: **68236** **Job Summary**: Our client plays a vital role in developing and managing renewable energy projects around South Africa, working hand in hand with a private fund which own and invest in these schemes. Both producing and storing renewable energy,...

  • Renewable Energy Asset Manager

    1 month ago

    Johannesburg, South Africa Macdonald & Company Full time

    **Location**: **Johannesburg** **Salary**: **1,400,000** **Job Type**: **Permanent** **Reference**: **70928** **Job Summary**: Our client plays a vital role in developing and managing renewable energy projects around South Africa, working hand in hand with a private fund which own and invest in these schemes. Both producing and storing renewable energy,...

  • Executive Distribution

    1 month ago

    Johannesburg, South Africa Sanlam Full time

    Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

  • Private Equity Fund Accounting

    1 month ago

    Johannesburg, South Africa EMPIRE RECRUITMENT Full time

    A global financial services provider listed amongst the largest in the world is looking for a skilled professional within Private Equity Fund Accounting. The ideal candidate should possess the following skillset:Qualifications:Relevant tertiary qualifications - Honours and aboveRelevant Experience – Minimum 7 years of experience preferably into PERE and...

  • Divisional Distribution Manager

    1 month ago

    Johannesburg, South Africa AJ Personnel Full time

    **Responsibilities** - Plan and manage all aspects of logistics including managing and organizing storage and distribution of goods - Manage and ensure that the fleet is properly maintained, obtain quotes and liaise with third party repairers - Manage group vehicles / fleet, ensuring mechanical work that is contracted out is done appropriately, at the right...

  • Commercial Asset Manager

    1 month ago

    Johannesburg, South Africa Macdonald & Company Full time

    **Location**: **Johannesburg** **Salary**: **1200000 - 1500000** **Job Type**: **Permanent** **Reference**: **64510** **Job Summary**: Are you an entrepreneurial and driven real estate professional who is commercially inclined and has the ability to unlock asset value? Our client is dominant player in the South African real estate market who own,...

  • Senior Manager, Pan-Africa Infrastructure Advisory

    3 weeks ago

    Johannesburg, South Africa KPMG-SouthAfrica Full time

    Purpose Demand for infrastructure is rising with the accelerating pace of globalisation and urbanisation. The infrastructure gap in Africa constrains economic growth and leaves the most vulnerable without access to basic services. KPMG's vision for the sector is an African continent where the right infrastructure projects are sustainably implemented to...

  • Finance and Corporate Advisory Associate Director

    2 days ago

    Johannesburg, South Africa Copper Quail Full time

    Job DescriptionAbout the Company and the Role: Embark on a transformative career journey with our client, a leading international financial services provider renowned for its innovative solutions and global reach. Based in Johannesburg, the role of Associate Director offers a unique opportunity to be at the forefront of financial and corporate advisory...