- 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
- 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
- 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 of their client-related matters and WAC inquires
- become an expert on the entirety of the WAC's products, services and operational framework
- bachelor's degree (preferred), Series 7 and Series 66 (required)
- a minimum of 2 years financial services industry experience, preferably in a specialist/consultant/wholesaler capacity
- strong public speaking and presentation experience
- 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
- a strong understanding of the wealth management advisory network, consultative selling skills and client experience delivery
- ability to travel within market 10-20% of time
- analytical, organized and have the ability to manage competing priorities
- comfortable taking initiative and acting with an etnrepreneurial mindset
- self-confident and have the ability to maintain composure in challenging environments
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Wealth Advice Center, Relationship Manager - Hartford, United States - UBS
Description
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:
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
"Applications for this role can be submitted until March 15, 2024".
Your expertise
You have:
executive presentation skills:
ability to present key messages, strategic vision and brand value proposition in a clear, concise and insightful way
You are:
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 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 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.
Wealth Advice Center, Relationship Manager professionals in Hartford
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Mahesh S
Vice President Automation, Analytics & DigitalTech