Sales Assistant

We are seeking a highly motivated and detail-oriented Sales Assistant to support the Senior Relationship Management team and ARC team within our Investment Banking platform. This individual will play a critical role in enabling front-office productivity by managing complex schedules, coordinating logistics, and ensuring seamless execution of day-to-day sales and client activities.

The ideal candidate thrives in a fast-paced environment, demonstrates a strong sense of urgency, and brings a proactive, team-first mindset. This role requires excellent organizational skills, the ability to multitask effectively, and confidence handling time-sensitive requests and ad hoc projects.

Key Responsibilities
• Manage and coordinate complex, multi-party calendars for senior relationship managers, including internal and external client meetings
• Serve as a central point of coordination for sales desk activity, ensuring efficient communication across teams
• Support sales teams in servicing institutional clients by handling inquiries, tracking follow-ups, and maintaining high service standards
• Prepare and maintain client-facing materials such as pitchbooks, presentations, market updates, and product summaries
• Coordinate client meetings and internal forums, including logistics and materials preparation
• Manage travel planning (domestic and international) and ensure timely submission of T&E expenses in compliance with internal policies
• Help maintain CRM systems and client databases
• Handle ad hoc projects for senior leadership, demonstrating proactive problem-solving and sound judgment

Your team

This role sits within a central sales support function that partners closely with front-office and partners across IB.

Your expertise

• Ideally 5+ years of experience as a Sales Assistant, Team Assistant, or similar support role within an investment bank, broker-dealer, or institutional financial services environment
• Solid understanding of financial markets and products
• Proven ability to multitask, prioritize, and manage competing deadlines in a dynamic environment
• Exceptionally detail-oriented with high accountability and follow-through
• Strong organizational and time-management skills; able to manage complex calendars and logistics
• Excellent communication and interpersonal skills, with the confidence to engage senior stakeholders
• Proficiency in Outlook, Excel and PowerPoint;
• Demonstrated team player mentality with a collaborative, service-oriented approach
• Driven, and proactive self-starter with a “roll up your sleeves” attitude
• Strong sense of urgency and ownership; able to anticipate needs before they arise
• Familiarity with investment banking compliance and regulatory standards
• 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.com/careers.

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.

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.