Employee Branch Relationship Manager

Your role

Are you a great listener and clear communicator? Do you have a passion for growing and deepening relationships? We're looking for someone like you who can deliver an exceptional client experience to our UBS employee's.

You will:

• provide a high level of support and advice to UBS employees by acting as the dedicated point of contact at the UBS Wealth Advice Center (WAC).
• deliver the client onboarding experience to UBS employees that recently joined the firm by being the initial point of contact and providing white glove experience
• promptly handle inbound calls and effectively service client needs
• manage all appointments and outreaches as assigned
• deepen existing client relationships by conducting discovery conversations and making suitable investment recommendations
• lead financial planning conversations with confidence and implement solutions that support our client's goals
• adhere to compliance and operational procedures and requirements to protect our clients
• perform onsite meetings and presentations to current and new UBS employees as appropriate
• become an expert on the entirety of the WAC's products, services and operational framework
• stay up to date with HR Employee Benefits and policies

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?

Your expertise

You have:

• a bachelor's degree
• obtained the Series 7 and Series 66
• a minimum of 2 years in the 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 champions a client centric culture
• organized and have the ability to manage competing priorities
• passionate about financial planning and wealth management solutions
• empathetic and curious
• goal-oriented and highly motivated to succeed
• an excellent communicator with strong verbal and written skills, including active listening
• able to work well in a collaborative environment
• an individual who is capable of receiving and implementing feedback to better one's self
• comfortable taking initiative and acting with an entrepreneurial mindset
• self-confident and have the ability to maintain composure in challenging environments

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.