Relationship Manager - Employee Branch, UBS Wealth Advice Center

City

Charlotte, Weehawken

Job Type

Full Time

Country / State

United States - New Jersey, United States - North Carolina

Function Category

Financial Advisors

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.

Your team

You will be working as part of a new centralized team in the UBS Wealth Advice Center that supports and advices our UBS employees. The team will be based out of Weehawken, NJ and will be responsible for delivering high level service and advice to our UBS colleagues.

Your expertise

You have:
• a Bachelor's Degree from an accredited institution
• Series 7 and Series 66 licenses
• 2 years financial services industry experience, preferably in a specialist consultant/wholesaler capacity
• ability to collaborate effectively and build strong relationships with key partners across the organization
• a strong understanding of the wealth management advisory network, consultative selling skills, and client experience delivery

You are:
• someone who supports a client centric culture
• organized and have the ability to manage competing priorities
• passionate about financial planning and wealth management solutions
• empathetic and curious

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.

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 $93000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.