United States - New York

Financial Advisors

Global Wealth Management

Your role

Are you a great communicator? Do you have a passion for growing and deepening relationships? We’re looking for someone like you who can:

• provide critical support to UBS Wealth Management, Private Wealth Divisions by acting as the dedicated point of contact at the UBS Wealth Advice Center (WAC)
• partner closely with UBS Field FAs, CSAs and the leadership team to drive new client acquisition goals (migrations and referrals) to the WAC
• deliver the client onboarding experience to newly referred and migrated clients by being the initial point of contact and providing white glove experience over the phone
• develop marketing and collateral to effectively position WAC partnerships within your assigned market
• conduct proactive outreach to field partners to engage in practice management conversations, books reviews, and provide education on the benefits of partnering with WAC
• perform onsite meetings and presentations as well as evaluate client needs to deliver appropriate UBS products and services to meet clients' financial goals
• act as dedicated point of contact to our UBS field partners for all their client-related matters and WAC inquires
• become an expert on the entirety of the WAC’s products, services and operational framework

Detailed salary information:
• New York: the salary range for this role is $105000 to $130000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

328013BR

City

New York

Job Type

Full Time

Your team

You will be working as part of the rapidly growing Wealth Advice Center team alongside other Relationship Managers to enhance our existing Field Partnership strategy.

The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.

The UBS Wealth Advice Center currently serves over ~200,000 clients. Our clients are served over the phone by a team of more than 300+ professionals including both Financial Advisors and Client Service Associates—who work individually with clients to understand their needs and assist them in achieving their goals.

The UBS Wealth Advice Center leadership team supports career advancement and internal mobility and will help guide you in your career journey at UBS. All new UBS Wealth Advice Center employees must commit to staying in the WAC for a minimum of three years before becoming eligible to transfer to another role internally.

Your expertise

• Bachelor's Degree (required), Series 7 and Series 66 (required within 150 days of employment)
• ideally, 2+ years financial services industry experience, preferably in a specialist/consultant/wholesaler capacity
• strong public speaking and presentation experience as well as ability to collaborate effectively and build strong relationships with key partners across organization
• passion and commitment to deliver an experience that improves clients & FA relationships
• strong understanding of the wealth management advisory network, consultative selling skills and client experience delivery
• executive presentation skills: ability to present key messages, strategic vision and brand value proposition in a clear, concise and insightful way
• ability to travel within market 10-20% of time
• analytical, organized and can manage competing priorities
• comfortable taking initiative and acting with an entrepreneurial mindset
• self-confident and have the ability to maintain composure in challenging environments

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.

Salary information

US Only: The expected salary range for this role is $105000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.