Overview

Job Reference # 317229BR

City: Wroclaw

Job Type: Full Time

Your role

Are you interested in generating new business? Are you strongly interested in the financial industry in particular investments? Are you tech- and data-savvy? Do you work accurately? We are looking for you!

As part of our RFP team, you’ll help respond to detailed client questionnaires that showcase our products, people, and investment strategies. These responses are key to winning new business and maintaining strong client relationships.

You’ll manage RFPs end-to-end, working with large datasets, automating repetitive tasks, and presenting insights clearly. A structured, analytical mindset and a willingness to learn are essential. While deep technical skills aren’t required, being comfortable with data analytics tools will help you deliver faster, more insightful responses.

Responsibilities

• To co-ordinate and produce accurate, timely RFPs, RFIs (Requests for Information) and DDQs (Due Diligence Questionnaires) for prospect clients and existing clients according to internal brand/style guidelines and compliance regulations.
• To collaborate closely with portfolio managers, investment specialists and subject matter experts to improve RFP answers, ensure key messages are understood, and present our capabilities in the most compelling way possible.
• To ensure the RFP database is kept up-to-date and accurate, and quality continually improved
• To help the team identifying and implementing digital solutions

Your Career Comeback

We are open to applications from career returners. Find out more about our program on UBS Career Comeback.

Your team

You will be part of the RFP (Request for Proposals) team with members in Europe, APAC, US and Switzerland. We support sales teams globally. In particular, you will engage with them providing RFP responses on a wide range of investment products. Our team has a direct impact in meeting sales targets and therefore in supporting business growth and client engagement. You will also have exposure to other Sales Management teams, gaining insight into how data, analytics, pricing and market intelligence support strategic decision-making.

Your team is part of Client Coverage within UBS Asset Management. Our business offers industry leading capabilities on a truly global scale. With over 1.8 trillion* in invested assets, we are the third largest Europe-based asset manager and the number 13 firm globally. Client Coverage is the sales organization driving the growth of our business by building relationships with Clients (as of 31 March 2025)

Your expertise

Your experience and skills

• Investment knowledge across all asset classes
• Studying for or having accomplished CFA or similar is a plus
• Advanced Excel skills (very familiar with pivot tables, PowerPivot/Get-And-Transform), PowerBI, PowerAutomate, SQL databases, R/Python is a strong advantage
• Interest in/understanding of ESG (Environmental, Social and Governance) factors in investments
• Fluent English with excellent writing and proof-reading skills: an additional European language (e.g. French or Italian) is a plus, while proficiency in German would be a strong plus
• High attention to detail, accuracy and comfortable using methodical approach to tasks
• Strong project management skills and able to set priorities
• Confident communicator, both orally and in writing, with audiences of different seniority
• Ability to work with stakeholders locally and remotely as well as cross functions

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 its 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. Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com