UBS Wealth Advice Center, Relationship Manager
Your roleAre you a great communicator? Do you have a passion for growing and deepening relationships? We're looking for someone like you who can accelerate business development efforts at UBS through our Wealth Advice Center.
You will:
oprovide critical support to UBS Wealth Management, Private Wealth Divisions by acting as the dedicated point of contact at the UBS Wealth Advice Center (WAC).
opartner closely with UBS Field FAs, CSAs and the leadership team to drive new client acquisition goals (migrations and referrals) to the WACodeliver the client onboarding experience to newly referred and migrated clients by being the initial point of contact and providing white glove experience over the phoneodevelop marketing and collateral to effectively position WAC partnerships within your assigned marketoconduct proactive outreach to field partners to engage in practice management conversations, books reviews, and provide education on the benefits of partnering with WAC operform onsite meetings and presentationsoevaluate client needs to deliver appropriate UBS products and services to meet clients' financial goals oact as dedicated point of contact to our UBS field partners for all of their client-related matters and WAC inquiresobecome an expert on the entirety of the WAC's products, services and operational frameworkJoin usAt 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 it's 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 StatementsUBS 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.
Your teamYou will be working as part of the rapidly growing Wealth Advice Center team alongside other Relationship Managers to enhance our existing Field Partnership strategy.
Your expertiseYou have:
obachelor's degree (required), Series 7 and Series 66 (required)oa minimum of 2 years financial services industry experience, preferably in a specialist/consultant/wholesaler capacity ostrong public speaking and presentation experience oability to collaborate effectively and build strong relationships with key partners across organizationopassion and commitment to deliver an experience that improves clients & FA relationshipsoa strong understanding of the wealth management advisory network, consultative selling skills and client experience delivery oexecutive presentation skills:
ability to present key messages, strategic vision and brand value proposition in a clear, concise and insightful wayoability to travel within market 10-20% of timeYou are:
oanalytical, organized and have the ability to manage competing prioritiesocomfortable taking initiative and acting with an entrepreneurial mindset oself-confident and have the ability to maintain composure in challenging environmentsAbout usUBS is the world's largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries.
Do you want to be one of us?Your Career ComebackWe are open to applications from career returners.
Find out more about our program on ubs.
com/careercomeback.
Salary informationCA, CO, WA and NY based roles:
The salary range for this role is $100,000 to $120,000 based on experience, education, and skill level.
This role may be eligible for discretionary incentive compensation.
For benefits information:
ubs.
com/usbenefits.
Recommended Skills Agile Methodology Analytical Brand Identity Business Development Business Requirements Communication Estimated Salary: $20 to $28 per hour based on qualifications.
You will:
oprovide critical support to UBS Wealth Management, Private Wealth Divisions by acting as the dedicated point of contact at the UBS Wealth Advice Center (WAC).
opartner closely with UBS Field FAs, CSAs and the leadership team to drive new client acquisition goals (migrations and referrals) to the WACodeliver the client onboarding experience to newly referred and migrated clients by being the initial point of contact and providing white glove experience over the phoneodevelop marketing and collateral to effectively position WAC partnerships within your assigned marketoconduct proactive outreach to field partners to engage in practice management conversations, books reviews, and provide education on the benefits of partnering with WAC operform onsite meetings and presentationsoevaluate client needs to deliver appropriate UBS products and services to meet clients' financial goals oact as dedicated point of contact to our UBS field partners for all of their client-related matters and WAC inquiresobecome an expert on the entirety of the WAC's products, services and operational frameworkJoin usAt 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 it's 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 StatementsUBS 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.
Your teamYou will be working as part of the rapidly growing Wealth Advice Center team alongside other Relationship Managers to enhance our existing Field Partnership strategy.
Your expertiseYou have:
obachelor's degree (required), Series 7 and Series 66 (required)oa minimum of 2 years financial services industry experience, preferably in a specialist/consultant/wholesaler capacity ostrong public speaking and presentation experience oability to collaborate effectively and build strong relationships with key partners across organizationopassion and commitment to deliver an experience that improves clients & FA relationshipsoa strong understanding of the wealth management advisory network, consultative selling skills and client experience delivery oexecutive presentation skills:
ability to present key messages, strategic vision and brand value proposition in a clear, concise and insightful wayoability to travel within market 10-20% of timeYou are:
oanalytical, organized and have the ability to manage competing prioritiesocomfortable taking initiative and acting with an entrepreneurial mindset oself-confident and have the ability to maintain composure in challenging environmentsAbout usUBS is the world's largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries.
Do you want to be one of us?Your Career ComebackWe are open to applications from career returners.
Find out more about our program on ubs.
com/careercomeback.
Salary informationCA, CO, WA and NY based roles:
The salary range for this role is $100,000 to $120,000 based on experience, education, and skill level.
This role may be eligible for discretionary incentive compensation.
For benefits information:
ubs.
com/usbenefits.
Recommended Skills Agile Methodology Analytical Brand Identity Business Development Business Requirements Communication Estimated Salary: $20 to $28 per hour based on qualifications.
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