UBS Advisory Sales Desk bei UBS Group AG
UBS Group AG · Weehawken, Vereinigte Staaten Von Amerika · Onsite
- Professional
- Optionales Büro in Weehawken
Your role
Do you enjoy working directly with financial advisors and their clients? Do you follow the markets, even in your spare time? Are you a natural born leader?
If so, we’re looking for someone who can help us:
• support advisors in understanding and effectively communicating the UBS Advisory value proposition
• develop Advisory Sales content to deliver to our advisors through broad presentations
• leverage personal experience to provide capital market guidance and asset allocation assistance
• perform strategic client reviews, ensuring appropriate implementation by our financial advisors
• share best practices and advise financial advisors with timely industry developments and opportunities
• partner with key internal and external teams to enhance the advisor's wealth management experience
Detailed salary information:
• Weehawken: the salary range for this role is $110000 to $157000
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.
If so, we’re looking for someone who can help us:
• support advisors in understanding and effectively communicating the UBS Advisory value proposition
• develop Advisory Sales content to deliver to our advisors through broad presentations
• leverage personal experience to provide capital market guidance and asset allocation assistance
• perform strategic client reviews, ensuring appropriate implementation by our financial advisors
• share best practices and advise financial advisors with timely industry developments and opportunities
• partner with key internal and external teams to enhance the advisor's wealth management experience
Detailed salary information:
• Weehawken: the salary range for this role is $110000 to $157000
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.
City
Weehawken
Job Type
Full Time
Country / State
United States - New Jersey
Function Category
Product Management and Development
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. 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.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Your team
As an Advisory Sales Consultant with the UBS Advisory Sales Desk in Weehawken, New Jersey, you'll work with a team of specialists who support our financial advisors with the formation, implementation and review of their clients' Advisory portfolios. You'll help develop strategies to proactively provide financial advisors with investment themes and product education, while facilitating access to numerous research partners and resources. You will also assist with practice management training, working with advisors to help deliver the features and benefits of UBS Advisory programs.
Your expertise
You have:
• your Series 7 and 63 licenses (Series 66 or 65 required within 60 days of hire)
• ideally 2-plus years of experience working within wealth management, asset management or a private bank
• a strong foundation in understanding and discussing broad economic and investment-related topics
• compelling organizational, problem solving and project coordination skills
• the ability to work autonomously and within a supportive team structure
You are:
• a proven leader with experience in working in productive and successful team environments
• an excellent communicator, comfortable with presenting over the phone or in front of an audience
• skilled at initiating, nurturing and developing strong interpersonal relationships
• able to multitask in a fast paced and dynamic environment
• familiar with analytical tools and presentation software
• your Series 7 and 63 licenses (Series 66 or 65 required within 60 days of hire)
• ideally 2-plus years of experience working within wealth management, asset management or a private bank
• a strong foundation in understanding and discussing broad economic and investment-related topics
• compelling organizational, problem solving and project coordination skills
• the ability to work autonomously and within a supportive team structure
You are:
• a proven leader with experience in working in productive and successful team environments
• an excellent communicator, comfortable with presenting over the phone or in front of an audience
• skilled at initiating, nurturing and developing strong interpersonal relationships
• able to multitask in a fast paced and dynamic environment
• familiar with analytical tools and presentation software
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.
We have a presence in all major financial centers in more than 50 countries.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary information
US Only: The expected salary range for this role is $110000 to $157000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
