Client Advisor - WM APAC, Global Access Hub
UBS
Do you have a strong entrepreneurial spirit and willingness to play an important role in defining and implementing a new business line for UBS GWM?
Are you client obsessed and willing to go above and beyond to ensure service excellence and the delivery of the best of UBS?
Do you have a proven track record for excellence and growth?
The bank is introducing a new partnership client coverage model in the USA specifically focused on multi-shoring client relationships. The Global Access Hub will be staffed with local staff and international assignments in order to scale the approved global collaboration framework.
We are looking for experienced client advisors with a proven track record and competency in:
• Partnership and collaboration with units across the bank
• Demonstrable growth track record evidenced by strong financial results
• Deep knowledge of bank’s intermediary risk framework with particular emphasis on the cross-border policies and controls
• Commitment to operational excellence with demonstrable track record in mastering key process flows required to service relationships in a compliant and agile manner
• Advanced spoken and written communication skills
• Sound understanding of the bank’s investment solutions and ability to drive sales and partner with specialists when required
• Ability to pass license exams (SIE, Series 7 and 66) within a reasonable amount of time
Detailed salary information:
• New York: the salary range for this role is $157000 to $205000
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.
Are you client obsessed and willing to go above and beyond to ensure service excellence and the delivery of the best of UBS?
Do you have a proven track record for excellence and growth?
The bank is introducing a new partnership client coverage model in the USA specifically focused on multi-shoring client relationships. The Global Access Hub will be staffed with local staff and international assignments in order to scale the approved global collaboration framework.
We are looking for experienced client advisors with a proven track record and competency in:
• Partnership and collaboration with units across the bank
• Demonstrable growth track record evidenced by strong financial results
• Deep knowledge of bank’s intermediary risk framework with particular emphasis on the cross-border policies and controls
• Commitment to operational excellence with demonstrable track record in mastering key process flows required to service relationships in a compliant and agile manner
• Advanced spoken and written communication skills
• Sound understanding of the bank’s investment solutions and ability to drive sales and partner with specialists when required
• Ability to pass license exams (SIE, Series 7 and 66) within a reasonable amount of time
Detailed salary information:
• New York: the salary range for this role is $157000 to $205000
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.
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