UBS

Content & Advisory Sales

UBS$80K — $120K *
Miami, FL 33186In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5 years of experience in institutional equities sales or related role
  • Strong understanding of equity markets and investor workflows
  • Proven relationship-management skills with effective follow-up
  • High organization and ability to multitask in fast-paced settings
  • Collaborative mindset with strong coordination capabilities
  • Excellent written and verbal communication skills
  • Willingness to travel frequently for in-person client meetings

Responsibilities

  • Provide daily equities and research sales coverage for institutional clients
  • Translate UBS research and market moves into actionable client dialogues
  • Coordinate access to UBS analysts and expertise for client benefit
  • Deepen relationships with priority accounts to enhance client activity
  • Execute in-person coverage through client meetings and events

Benefits

  • Opportunity to be part of the emerging financial landscape in South Florida
  • Exposure to a diverse range of institutional clients and investment strategies
  • Access to UBS's extensive resources and expertise
  • Dynamic team environment that emphasizes collaboration and client engagement
  • Potential for professional growth within a lean and fast-moving organization
Full Job Description
Your role

This is a unique opportunity to be on the ground floor as "Wall St. South" develops in South Florida. We're looking for an Institutional Equity Sales Coverage professional to:
• provide day-to-day equities and research sales coverage for South Florida institutional clients, staying close to each client's investment process and priorities
• translate UBS research, market moves, and actionable themes into timely, high-conviction client dialogue and trade ideas
• coordinate access to UBS analysts, strategists, economists, and corporate access to deliver the right expertise at the right time
• deepen relationships with priority accounts and grow share of client activity through consistent coverage, disciplined follow-up, and high service standards
• execute a high-touch, in-person coverage cadence across the region, including frequent client meetings, support for visits/events, and strong internal coordination across Global Markets

Your team

You'll be working in the Global Markets - Equities Sales (South Florida Institutional Coverage) team in Miami. South Florida's institutional client landscape continues to expand, driven by the growing presence of global multi-manager platforms, hedge funds, asset managers, and U.S. institutions establishing a local footprint. This is a highly relationship-driven, in-person market where local coverage is a clear advantage. The team operates in a lean, fast-moving model and represents the broader UBS Global Markets platform, partnering closely with research, trading, corporate access, and senior stakeholders to deliver differentiated ideas and access.

Your expertise
• ideally 2-5 years of experience in institutional equities sales, institutional client coverage, or a closely related markets role
• strong understanding of equity markets and institutional investor workflows; ability to convert research into clear, actionable client conversations
• proven relationship-management skills, including thoughtful outreach, meeting discipline, and reliable follow-through
• high organization and responsiveness; able to manage multiple client priorities and internal stakeholders in a fast-paced environment
• collaborative approach and effective coordination across research, trading, corporate access, and broader platform partners
• strong written and verbal communication; able to tailor messaging by client type and seniority level
• comfort operating in a predominantly in-person, client-facing role with frequent regional travel
• ability to meet applicable regulatory and firm requirements, including required registrations where relevant

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

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