- Senior
- Bureau à San Francisco
Your role
Do you take pride in helping people and deliver an exceptional client experience? Are you passionate about helping others with their financial goals? Do you have experience as a licensed financial advisor with a track record of success?
We’re looking for someone like you, who can provide service, advice and counsel to our existing International Wealth Solutions Group clients. You'll be working in the UBS International Wealth Solutions Group (IWSG) in the Los Angeles/San Francisco area, supporting mainly the Asian/Pacific market.
• build and deepen relationships in our existing client base by providing exceptional wealth management services and solutions
• accept referrals from other lines of business, owning all appointments and outreaches assigned in an effort to deliver financial advice, guidance and a white glove experience
• use our financial planning tools to gain a full understanding of each client’s situation and present all appropriate solutions
• understand and adhere to compliance and operational procedures and requirements to protect our clients
• develop professionally through ongoing wealth management training led by a team of experienced professionals, internal business partners across UBS, and external partnerships
• have the opportunity to obtain your CFP designation, as part of our tuition reimbursement program
Detailed salary information:
• San Francisco: the salary range for this role is $140000 to $180000
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.
We’re looking for someone like you, who can provide service, advice and counsel to our existing International Wealth Solutions Group clients. You'll be working in the UBS International Wealth Solutions Group (IWSG) in the Los Angeles/San Francisco area, supporting mainly the Asian/Pacific market.
• build and deepen relationships in our existing client base by providing exceptional wealth management services and solutions
• accept referrals from other lines of business, owning all appointments and outreaches assigned in an effort to deliver financial advice, guidance and a white glove experience
• use our financial planning tools to gain a full understanding of each client’s situation and present all appropriate solutions
• understand and adhere to compliance and operational procedures and requirements to protect our clients
• develop professionally through ongoing wealth management training led by a team of experienced professionals, internal business partners across UBS, and external partnerships
• have the opportunity to obtain your CFP designation, as part of our tuition reimbursement program
Detailed salary information:
• San Francisco: the salary range for this role is $140000 to $180000
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
San Francisco
Job Type
Full Time
Country / State
United States - California
Function Category
Client advisory / Relationship management, Financial Advisors
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.
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
The International Wealth Solutions Group (IWSG) is a team of wealth management professionals dedicated to providing financial solutions and quality guidance and service to clients around the world. IWSG provides service in the clients' preferred language when possible, allowing for a more positive client experience. We work closely with other Financial Advisors in the field in order to find the best home for the client. We are a small, but fast growing team, enjoying a diverse environment where we more effectively represent, understand and provide for our clients.
Your expertise
• Languages: fluent in Mandarin.
• ideally, 5+ years of related work experience
• a Bachelor’s degree
• SIE, Series 7, and Series 66 (required)
• CFP or completion of coursework on financial planning through a CFP Board Registered Program (preferred)
• demonstrate a pattern of success in your career and experienced in delivering advice and guidance to retail client’s or prospective client’s
• excellent client relationship management skills and client-focused, always putting the interests of the client’s ahead of your own
• an excellent listener and have strong communication skills, both verbal and written
• a quick learner with a growth mindset and driven while consistently challenging the status quo
• able to work in a fast-paced environment while being able to think clearly in complex situations as well as highly detail oriented and resourceful in leveraging resources to accomplish the task at hand
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel
• ideally, 5+ years of related work experience
• a Bachelor’s degree
• SIE, Series 7, and Series 66 (required)
• CFP or completion of coursework on financial planning through a CFP Board Registered Program (preferred)
• demonstrate a pattern of success in your career and experienced in delivering advice and guidance to retail client’s or prospective client’s
• excellent client relationship management skills and client-focused, always putting the interests of the client’s ahead of your own
• an excellent listener and have strong communication skills, both verbal and written
• a quick learner with a growth mindset and driven while consistently challenging the status quo
• able to work in a fast-paced environment while being able to think clearly in complex situations as well as highly detail oriented and resourceful in leveraging resources to accomplish the task at hand
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel
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.
Salary information
US Only: The expected salary range for this role is $140000 to $180000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
