UBS Financial Services Senior Wealth Management Banker in Austin, Texas
Job Reference #: 141705BR
Job Type: Full Time
Your Role: Are you driven by the desire to deliver exceptional client service? Do you know banking and lending products front to back? Are you interested in helping meet the needs of high net worth and ultra-high net worth clients? We’re looking for someone like that who can: – build and maintain trustworthy relationships with Financial Advisors, key branch personnel and clients – promote banking and lending capabilities through branch education, consultation with advisors and guidance to clients – partner with other field sales and marketing groups to provide expert content to the branch network and internal sales partners – review and analyze origination pipelines, especially mortgage pipelines, of assigned branches and identify ways to improve processes – define territory management strategy, track and report on business results, and share outcomes
Your Team: You'll be working as part of the Banking Field Engagement Team and partnering with Financial Advisors in UBS branches. You will play a critical role in connecting the Banking Group to advisors and clients in the field.
Your Experience and Skills: You have:
– a university degree
– a proven track record in working within an organization supporting high net worth clients
– a familiarity with the structure of wealth management, either here or at a comparable institution
– know-how of securities-based lending, mortgage banking and private banking products, and a willingness to quickly learn mortgage origination if not already familiar
– series 7 and 66
– a strong communicator with compelling presentation skills
– a confident decision-maker, highly organized and detail oriented
– willing to travel up to 75 percent of the time
What We Offer: Together. That’s how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We’ll value your passion and commitment. And reward your performance.
Why UBS? Video
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.