ph3About UBP Asset Management /h3pUBP Asset Management is an international investment manager with expertise across traditional and alternative asset classes. The Iberia LATAM team develops long‑term relationships with institutional investors, private banks, wealth managers and family offices throughout the region. /ppJoining UBP offers the opportunity to work in an entrepreneurial and international environment while building a long‑term career in asset management distribution. /ph3About the Role /h3pWe are looking for a motivated and ambitious Junior Sales professional to join the Iberia LATAM Distribution team in Madrid. /ppThis is an excellent opportunity for an early‑career professional (3–8 years of experience) who is passionate about financial markets and asset management and wants to develop a career in institutional and wholesale sales. /ppThe successful candidate will support the sales team in developing relationships with institutional investors, private banks, wealth managers, distributors and family offices across Iberia and Latin America. The role offers significant exposure to client interactions, investment products, and international collaboration within UBP's Asset Management business. /ph3Key Responsibilities /h3pbBusiness Development Sales Support /b /pulliSupport the sales team in developing and maintaining relationships with institutional clients, private banks, wealth managers, family offices and other distribution partners across Iberia and LATAM. /liliAssist in identifying new business opportunities and contribute to client acquisition initiatives. /liliPrepare client presentations, marketing materials, meeting agendas and follow‑up documentation. /liliCoordinate client meetings, roadshows and industry events. /liliMaintain CRM records and sales pipelines, ensuring accurate reporting of client activity. /liliSupport responses to RFIs,



RFPs and due diligence questionnaires. /li /ulpbClient Relationship Management /b /pulliBuild strong relationships with existing and prospective clients. /liliDeliver a high standard of client service. /liliWork closely with Investment Specialists, Product Specialists, Marketing, Operations and Client Services. /liliParticipate in client meetings alongside senior sales colleagues and progressively take ownership of selected relationships. /li /ulpbMarket Intelligence /b /pulliMonitor market trends, competitor activity and industry developments. /liliAssist in identifying sales opportunities and new market segments. /liliContribute ideas to improve sales initiatives and client engagement. /li /ulh3Experience Requirements /h3pbEssential Experience /b /pulli3–8 years of experience in Asset Management, Private Banking, Wealth Management or Financial Services. /liliPrevious experience in sales support, business development, client relationship management or distribution is preferred. /liliStrong interest in investment markets and asset management. /liliGood understanding of investment products including mutual funds, fixed income, equities and multi-asset solutions. /liliExcellent communication and interpersonal skills. /liliStrong analytical, organisational and Microsoft Office skills. /li /ulpbEducation /b /pulliMaster's degree in Finance, Economics, Business Administration or related discipline. /liliCFA or CAIA progress is an advantage. /li /ulpbLanguages /b /pulliFluent Spanish and professional English. /liliPortuguese is a strong advantage. /li /ulh3Personal Attributes /h3ulliCommercial mindset with a genuine interest in business development. /liliPositive attitude and willingness to learn. /liliSelf‑motivated and proactive. /liliStrong team player. /liliCurious about financial markets. /liliProfessional presence and high ethical standards. /li /ul /p #J-18808-Ljbffr

📌 Junior Institutional Sales Iberia/Latam (M/F/X) (Madrid)
🏢 UNION BANCAIRE PRIVÉE, UBP
📍 Madrid