SBL & Margin Solutions Specialist chez UBS Group AG
UBS Group AG · Weehawken, États-Unis d'Amérique · Onsite
- Professional
- Bureau à Weehawken
Your role
Are you driven by the desire to deliver exceptional client service? Do you like to work as part of team to solve problems and deliver solutions? Are you at your best when supporting others? We’re looking for someone like that who can:
– build and maintain trustworthy relationships with Financial Advisor teams, key branch personnel and other banking and lending team partners
– respond to SBL and Margin inquiries from Advisors, and other branch staff to offer insights and suggestions to further banking engagement.
– deliver remote and in-person SBL & Margin process/product training to branch staff
– assist Advisors in managing loan collateral requirements for both SBL & Margin Loans
– collaborate with Banking and other teams to achieve business objectives and establish a network of productive working relationships across UBS
Detailed salary information:
• Weehawken: the salary range for this role is $65000 to $85000
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.
– build and maintain trustworthy relationships with Financial Advisor teams, key branch personnel and other banking and lending team partners
– respond to SBL and Margin inquiries from Advisors, and other branch staff to offer insights and suggestions to further banking engagement.
– deliver remote and in-person SBL & Margin process/product training to branch staff
– assist Advisors in managing loan collateral requirements for both SBL & Margin Loans
– collaborate with Banking and other teams to achieve business objectives and establish a network of productive working relationships across UBS
Detailed salary information:
• Weehawken: the salary range for this role is $65000 to $85000
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. 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
You'll be working as part of the 1LOD SBL & Margin team where you will work with sales, product management, operations, credit and other internal teams to support Financial Advisors as they address clients' banking and lending needs for SBL and Margin Loans. You will play a critical role in connecting teams across UBS to deliver solutions that demonstrate the power of holistic wealth management to Advisors and clients.
Your expertise
You have:
– a university degree
– the proven ability to handle multiple projects and manage conflicting priorities
– a natural curiosity that leads you to dive into the details
– specialized knowledge in banking specifically related to SBL and Margin Loans and a broad understanding of regulatory frameworks such as Reg U, Reg B, Reg W and Reg T.
– Series 7 license is preferred but not required.
You are:
– a great communicator (and you know how to handle challenging situations)
– adaptable, able to work across teams and functions
– passionate about the client experience, with strong interpersonal skills
– comfortable working independently, as well as in a team-oriented, collaborative environment
– well organized and able to thrive when no two days are the same
– known for your can-do attitude when tackling daily tasks
– an expert at building networks and connections
– a university degree
– the proven ability to handle multiple projects and manage conflicting priorities
– a natural curiosity that leads you to dive into the details
– specialized knowledge in banking specifically related to SBL and Margin Loans and a broad understanding of regulatory frameworks such as Reg U, Reg B, Reg W and Reg T.
– Series 7 license is preferred but not required.
You are:
– a great communicator (and you know how to handle challenging situations)
– adaptable, able to work across teams and functions
– passionate about the client experience, with strong interpersonal skills
– comfortable working independently, as well as in a team-oriented, collaborative environment
– well organized and able to thrive when no two days are the same
– known for your can-do attitude when tackling daily tasks
– an expert at building networks and connections
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
US Only: The expected salary range for this role is $65000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
