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via LinkedIn
posted_at: 4 days agoschedule_type: Full-time
Job Reference #
272392BR...
Job Type
Full Time
Your role
The Retirement Reinvestment specialist will be responsible for driving Wealth Management opportunities and reinvestment conversion through the establishment of deep and meaningful relationships with plan participants within UBS retirement plans. They will be responsible for the strategy and execution of a variety of participant engagement initiatives and collaborating across both internal
Job Reference #
272392BR...
Job Type
Full Time
Your role
The Retirement Reinvestment specialist will be responsible for driving Wealth Management opportunities and reinvestment conversion through the establishment of deep and meaningful relationships with plan participants within UBS retirement plans. They will be responsible for the strategy and execution of a variety of participant engagement initiatives and collaborating across both internal and external partners. This will include the development of meaningful participant educational programs leveraging internal resources as well as sustainable conversion strategies and integration with recordkeeping partners channels – digital, inbound/ outbound phone channels etc.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
Responsibilities of you and your team will be to:
• develop and execute on institutionally delivered initiatives to deliver meaningful retirement participant education and engagement with a focus on deepening relationships between UBS and plan participants.
• collaborate with internal partners including the Wealth Advice Center to design the participant experience, ensure resource alignment, effective participant interactions, and ensure accountability with all stakeholders
• engage with Financial Advisors and field management to promote resource utilization and drive engagement and client adoption
• contribute to the development and execution of WWS’s overall recordkeeper strategy related to wealth management initiatives including:
• partnering with recordkeepers from a data and participant experience perspective to drive education and wealth management opportunities
• conversion strategies including at a high level defining the participant data that we need from recordkeepers to run outbound education campaigns
• collaboration with internal partners and recordkeepers to obtain client authorization, and quarterback other requirements as needed to receive participant level data.
• defining the experience and execution of the strategy to position UBS capabilities on recordkeepers websites through digital integration where feasible
• development of other mutually beneficial partnerships to leverage existing recordkeeper education/wellness capabilities and participant infrastructure to generate wealth management lead flow to UBS.
• due diligence and incubation of third-party vendors and partnerships that have the opportunity to impact reinvestment success from our retirement plan participants.
• strategic development, documentation, and the presentation of strategy and progress updates to senior leadership and other stakeholders.
Your expertise
• understand the needs of today’s workplace employee and retirement plan participant and deliver resources and support to meet their financial needs
• experience and understanding of the retirement plan landscape including recordkeeper infrastructure and ERISA
• strategic program development and implementation of new initiatives
• ability to deepen individual relationships through the development and delivery of value add capabilities
About Us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
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 Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback Show more details...
272392BR...
Job Type
Full Time
Your role
The Retirement Reinvestment specialist will be responsible for driving Wealth Management opportunities and reinvestment conversion through the establishment of deep and meaningful relationships with plan participants within UBS retirement plans. They will be responsible for the strategy and execution of a variety of participant engagement initiatives and collaborating across both internal and external partners. This will include the development of meaningful participant educational programs leveraging internal resources as well as sustainable conversion strategies and integration with recordkeeping partners channels – digital, inbound/ outbound phone channels etc.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
Responsibilities of you and your team will be to:
• develop and execute on institutionally delivered initiatives to deliver meaningful retirement participant education and engagement with a focus on deepening relationships between UBS and plan participants.
• collaborate with internal partners including the Wealth Advice Center to design the participant experience, ensure resource alignment, effective participant interactions, and ensure accountability with all stakeholders
• engage with Financial Advisors and field management to promote resource utilization and drive engagement and client adoption
• contribute to the development and execution of WWS’s overall recordkeeper strategy related to wealth management initiatives including:
• partnering with recordkeepers from a data and participant experience perspective to drive education and wealth management opportunities
• conversion strategies including at a high level defining the participant data that we need from recordkeepers to run outbound education campaigns
• collaboration with internal partners and recordkeepers to obtain client authorization, and quarterback other requirements as needed to receive participant level data.
• defining the experience and execution of the strategy to position UBS capabilities on recordkeepers websites through digital integration where feasible
• development of other mutually beneficial partnerships to leverage existing recordkeeper education/wellness capabilities and participant infrastructure to generate wealth management lead flow to UBS.
• due diligence and incubation of third-party vendors and partnerships that have the opportunity to impact reinvestment success from our retirement plan participants.
• strategic development, documentation, and the presentation of strategy and progress updates to senior leadership and other stakeholders.
Your expertise
• understand the needs of today’s workplace employee and retirement plan participant and deliver resources and support to meet their financial needs
• experience and understanding of the retirement plan landscape including recordkeeper infrastructure and ERISA
• strategic program development and implementation of new initiatives
• ability to deepen individual relationships through the development and delivery of value add capabilities
About Us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
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 Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback Show more details...
via Salary.com
posted_at: 2 days agoschedule_type: Full-time
United States - New Jersey
Product Management and Development...
Global Wealth Management
Job Reference #
272399BR
City
Weehawken
Job Type
Full Time
Your role
Do you have a passion for designing and delivering mortgage products and platform solutions that surprise and delight clients? Does delivering these solutions in an agile digital fashion excite you? Are you a strategic thinker with strong business acumen? More than simply delivering
United States - New Jersey
Product Management and Development...
Global Wealth Management
Job Reference #
272399BR
City
Weehawken
Job Type
Full Time
Your role
Do you have a passion for designing and delivering mortgage products and platform solutions that surprise and delight clients? Does delivering these solutions in an agile digital fashion excite you? Are you a strategic thinker with strong business acumen? More than simply delivering features, do you aim to drive the business forward while improving the overall client experience end-to-end?
We are looking for an experienced professional who can:
• help lead, define, and execute a digitally focused strategic roadmap for residential Mortgage lending in both a current and new digital bank environment.
• help drive the vision, strategy and objectives for the Bank’s residential Mortgage business and platform
• partner with our banking leadership team, integrating our lending/liability solutions into our client and field experience to drive growth and penetration across product and platforms
• take ownership of new business initiatives ensuring appropriate allocation of resources, coordination, and prioritization of key deliverables
• establish cadence and coordination across technology and business on new development execution and create, maintain, and execute communication plans on business initiatives and platform changes
• work across multiple teams within WM USA to ensure our mortgage strategy is seamlessly integrated into the broader Wealth Management offering
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be joining the Mortgage Product Team in Weehawken, NJ. Our team is responsible for managing the residential mortgage offering for high-net-worth UBS clients and employees.
Your expertise
• a bachelor's degree or equivalent, with an advanced degree (preferred)
• minimum of 5 years’ experience in residential mortgage loan originations, operations or secondary markets with a strong understanding of various mortgage products
• understanding of mortgage credit as it relates to originations and secondary market appetite
• familiarity and working knowledge of mortgage compliance requirements including TRID, QM and ATR guidelines
• knowledge of mortgage origination systems and platforms
• strong digital background and understanding of strategy, technology, and operations as well as experience with agile methodologies
• strong relationship management, analytical, problem-solving, consultative, and negotiation skills
• ability to lead, prioritize and execute on multiple concurrent priorities/initiatives working in a fast-paced environment with aggressive deadlines and minimal supervision
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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 Show more details...
Product Management and Development...
Global Wealth Management
Job Reference #
272399BR
City
Weehawken
Job Type
Full Time
Your role
Do you have a passion for designing and delivering mortgage products and platform solutions that surprise and delight clients? Does delivering these solutions in an agile digital fashion excite you? Are you a strategic thinker with strong business acumen? More than simply delivering features, do you aim to drive the business forward while improving the overall client experience end-to-end?
We are looking for an experienced professional who can:
• help lead, define, and execute a digitally focused strategic roadmap for residential Mortgage lending in both a current and new digital bank environment.
• help drive the vision, strategy and objectives for the Bank’s residential Mortgage business and platform
• partner with our banking leadership team, integrating our lending/liability solutions into our client and field experience to drive growth and penetration across product and platforms
• take ownership of new business initiatives ensuring appropriate allocation of resources, coordination, and prioritization of key deliverables
• establish cadence and coordination across technology and business on new development execution and create, maintain, and execute communication plans on business initiatives and platform changes
• work across multiple teams within WM USA to ensure our mortgage strategy is seamlessly integrated into the broader Wealth Management offering
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be joining the Mortgage Product Team in Weehawken, NJ. Our team is responsible for managing the residential mortgage offering for high-net-worth UBS clients and employees.
Your expertise
• a bachelor's degree or equivalent, with an advanced degree (preferred)
• minimum of 5 years’ experience in residential mortgage loan originations, operations or secondary markets with a strong understanding of various mortgage products
• understanding of mortgage credit as it relates to originations and secondary market appetite
• familiarity and working knowledge of mortgage compliance requirements including TRID, QM and ATR guidelines
• knowledge of mortgage origination systems and platforms
• strong digital background and understanding of strategy, technology, and operations as well as experience with agile methodologies
• strong relationship management, analytical, problem-solving, consultative, and negotiation skills
• ability to lead, prioritize and execute on multiple concurrent priorities/initiatives working in a fast-paced environment with aggressive deadlines and minimal supervision
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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 Show more details...
via Salary.com
posted_at: 4 days agoschedule_type: Full-time
United States - New York
Business management, administration and support...
Global Wealth Management
Job Reference #
272103BR
City
Southampton
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation
United States - New York
Business management, administration and support...
Global Wealth Management
Job Reference #
272103BR
City
Southampton
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Your team
You’ll be working in the Southampton, NY branch.
Your expertise
• series 7 and 66 licenses (for registered CSAs only)
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Salary information
CA, CO, WA and NY based roles: The salary range for this role is $50,000 to $60,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
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 Show more details...
Business management, administration and support...
Global Wealth Management
Job Reference #
272103BR
City
Southampton
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Your team
You’ll be working in the Southampton, NY branch.
Your expertise
• series 7 and 66 licenses (for registered CSAs only)
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Salary information
CA, CO, WA and NY based roles: The salary range for this role is $50,000 to $60,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
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 Show more details...
via ZipRecruiter
posted_at: 4 days agoschedule_type: Full-time
Your role
Are you driven by the desire to deliver exceptional client service? Are you adept configuring and working with the Encompass Loan Origination System (LOS)? Are you interested in being part of a team continuing to build a world-class Mortgage platform to meet the needs of high net worth and ultra-high net worth clients...
We're looking for an experienced professional who can:
• maintain a strong understanding of current mortgage compliance
Your role
Are you driven by the desire to deliver exceptional client service? Are you adept configuring and working with the Encompass Loan Origination System (LOS)? Are you interested in being part of a team continuing to build a world-class Mortgage platform to meet the needs of high net worth and ultra-high net worth clients...
We're looking for an experienced professional who can:
• maintain a strong understanding of current mortgage compliance and regulatory requirements as they apply to the Encompass LOS
• develop a working knowledge of all end-user functional roles and responsibilities as they relate to LOS usage
• coordinate, configure and customize the LOS application through settings, input form builder, business rules, etc...
• analyze LOS vendor documentation and technical specifications of any new releases for deployment or consideration to determine its intended functionality
• assure that LOS vendor updates/releases are installed and tested appropriately
• collaborate with Business, Platform & Technology counterparts, building strong relationships, supporting the creation of business requirements, and developing custom application features
• be part of a high performing team and drive successful implementation of programs including the documentation of business requirements
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
To better serve Financial Advisors and clients in North America, UBS aims to modernize the Banking capabilities of UBS Bank USA, and deliver a more holistic, full-service banking offering to our clients. UBS will digitize the core Banking systems to be faster, more effective, and more efficient in delivering lending and cash management offerings with a focus on key segments. UBS will build on its already high-performing Bank and strong net promoter scores with digitally led and high touch capabilities and further align to the UBS client promise -personalized, relevant, on-time, and seamless services.
You will be joining the CDIO organization within UBS Wealth Management Americas based in Weehawken, NJ. This team is focused on integrating the various segmented needs of the business into a strategically-focused, best-in-class customer-centric solutions.
Your expertise
You have:
• a university degree (or equivalent role related experience)
• ideally 3 years of Encompass Admin Experience
• experience building and enhancing mortgage technology from end to end
• strong skills in managing LOS application components
• a working knowledge of mortgage industry guidelines/regulations
• an understanding of current industry best practices
You are:
• a product and platform evangelist with an unwavering focus on putting users first
• a natural leader with an ability to work with diverse teams
• a strong communicator with compelling presentation skills, including the use of technology to communicate ideas and strategy
• a confident decision-maker, highly organized and detail-oriented
• able to grasp business concepts easily and evaluate technology capabilities to execute key deliverables
About us
UBS is the world's largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback Show more details...
Are you driven by the desire to deliver exceptional client service? Are you adept configuring and working with the Encompass Loan Origination System (LOS)? Are you interested in being part of a team continuing to build a world-class Mortgage platform to meet the needs of high net worth and ultra-high net worth clients...
We're looking for an experienced professional who can:
• maintain a strong understanding of current mortgage compliance and regulatory requirements as they apply to the Encompass LOS
• develop a working knowledge of all end-user functional roles and responsibilities as they relate to LOS usage
• coordinate, configure and customize the LOS application through settings, input form builder, business rules, etc...
• analyze LOS vendor documentation and technical specifications of any new releases for deployment or consideration to determine its intended functionality
• assure that LOS vendor updates/releases are installed and tested appropriately
• collaborate with Business, Platform & Technology counterparts, building strong relationships, supporting the creation of business requirements, and developing custom application features
• be part of a high performing team and drive successful implementation of programs including the documentation of business requirements
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
To better serve Financial Advisors and clients in North America, UBS aims to modernize the Banking capabilities of UBS Bank USA, and deliver a more holistic, full-service banking offering to our clients. UBS will digitize the core Banking systems to be faster, more effective, and more efficient in delivering lending and cash management offerings with a focus on key segments. UBS will build on its already high-performing Bank and strong net promoter scores with digitally led and high touch capabilities and further align to the UBS client promise -personalized, relevant, on-time, and seamless services.
You will be joining the CDIO organization within UBS Wealth Management Americas based in Weehawken, NJ. This team is focused on integrating the various segmented needs of the business into a strategically-focused, best-in-class customer-centric solutions.
Your expertise
You have:
• a university degree (or equivalent role related experience)
• ideally 3 years of Encompass Admin Experience
• experience building and enhancing mortgage technology from end to end
• strong skills in managing LOS application components
• a working knowledge of mortgage industry guidelines/regulations
• an understanding of current industry best practices
You are:
• a product and platform evangelist with an unwavering focus on putting users first
• a natural leader with an ability to work with diverse teams
• a strong communicator with compelling presentation skills, including the use of technology to communicate ideas and strategy
• a confident decision-maker, highly organized and detail-oriented
• able to grasp business concepts easily and evaluate technology capabilities to execute key deliverables
About us
UBS is the world's largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback Show more details...
via FinancialJobsWeb.com
posted_at: 11 hours agoschedule_type: Part-time
Job Reference #
269440BR
...
Business Divisions
Global Wealth Management
Your role
Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a
fast-paced, client-focused work environment, an internship may be the right fit for you.
We're looking for an Intern to become part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to
Job Reference #
269440BR
...
Business Divisions
Global Wealth Management
Your role
Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a
fast-paced, client-focused work environment, an internship may be the right fit for you.
We're looking for an Intern to become part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot more than a job listing on your
resume.
• work on projects that have real impact on clients
• support our team of wealth management experts
• attend presentations by WMA leaders to help you understand our industry, culture and strategy
• gain product knowledge from internal and external partner sessions to support your team
• plan team marketing events and material
• assist with the responsibilities of running an entrepreneurial business model
Title
Intern
City
San Francisco
Job Type
Part Time
Country / State
United States - California
Function Category
Business management, administration and support
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'll be working within a Wealth Management Americas branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.
Your expertise
You need to be enrolled in a two or four year college or university. In particular, you have:
• a balanced resume which includes solid academic performance and campus involvement
• a genuine interest in developing a career in Wealth Management
You are:
• positive with a can-do approach
It doesn't matter what you're studying (you don't need to be a financial guru). But we'd like to see evidence
that you can:
• analyze a problem, come up with ideas and make a decision
• show good judgment
• plan, organize and make things happen
• communicate well and work within a team
• stick with a task
Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it?
Think about your achievements and how they match the skills we're after.
About us
UBS is the world's largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Salary information
The base rate of pay offered for this role is $20.00/hour
Your role
Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a
fast-paced, client-focused work environment, an internship may be the right fit for you.
We're looking for an Intern to become part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot more than a job listing on your
resume.
• work on projects that have real impact on clients
• support our team of wealth management experts
• attend presentations by WMA leaders to help you understand our industry, culture and strategy
• gain product knowledge from internal and external partner sessions to support your team
• plan team marketing events and material
• assist with the responsibilities of running an entrepreneurial business model
Your team
You'll be working within a Wealth Management Americas branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.
Your expertise
You need to be enrolled in a two or four year college or university. In particular, you have:
• a balanced resume which includes solid academic performance and campus involvement
• a genuine interest in developing a career in Wealth Management
You are:
• positive with a can-do approach
It doesn't matter what you're studying (you don't need to be a financial guru). But we'd like to see evidence
that you can:
• analyze a problem, come up with ideas and make a decision
• show good judgment
• plan, organize and make things happen
• communicate well and work within a team
• stick with a task
Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it?
Think about your achievements and how they match the skills we're after.
Requisition #: 269440BR
r1d4rh5eu Show more details...
269440BR
...
Business Divisions
Global Wealth Management
Your role
Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a
fast-paced, client-focused work environment, an internship may be the right fit for you.
We're looking for an Intern to become part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot more than a job listing on your
resume.
• work on projects that have real impact on clients
• support our team of wealth management experts
• attend presentations by WMA leaders to help you understand our industry, culture and strategy
• gain product knowledge from internal and external partner sessions to support your team
• plan team marketing events and material
• assist with the responsibilities of running an entrepreneurial business model
Title
Intern
City
San Francisco
Job Type
Part Time
Country / State
United States - California
Function Category
Business management, administration and support
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'll be working within a Wealth Management Americas branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.
Your expertise
You need to be enrolled in a two or four year college or university. In particular, you have:
• a balanced resume which includes solid academic performance and campus involvement
• a genuine interest in developing a career in Wealth Management
You are:
• positive with a can-do approach
It doesn't matter what you're studying (you don't need to be a financial guru). But we'd like to see evidence
that you can:
• analyze a problem, come up with ideas and make a decision
• show good judgment
• plan, organize and make things happen
• communicate well and work within a team
• stick with a task
Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it?
Think about your achievements and how they match the skills we're after.
About us
UBS is the world's largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Salary information
The base rate of pay offered for this role is $20.00/hour
Your role
Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a
fast-paced, client-focused work environment, an internship may be the right fit for you.
We're looking for an Intern to become part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot more than a job listing on your
resume.
• work on projects that have real impact on clients
• support our team of wealth management experts
• attend presentations by WMA leaders to help you understand our industry, culture and strategy
• gain product knowledge from internal and external partner sessions to support your team
• plan team marketing events and material
• assist with the responsibilities of running an entrepreneurial business model
Your team
You'll be working within a Wealth Management Americas branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.
Your expertise
You need to be enrolled in a two or four year college or university. In particular, you have:
• a balanced resume which includes solid academic performance and campus involvement
• a genuine interest in developing a career in Wealth Management
You are:
• positive with a can-do approach
It doesn't matter what you're studying (you don't need to be a financial guru). But we'd like to see evidence
that you can:
• analyze a problem, come up with ideas and make a decision
• show good judgment
• plan, organize and make things happen
• communicate well and work within a team
• stick with a task
Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it?
Think about your achievements and how they match the skills we're after.
Requisition #: 269440BR
r1d4rh5eu Show more details...
via LinkedIn
posted_at: 2 days agoschedule_type: Full-time
Job Reference #
268314BR...
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service
Job Reference #
268314BR...
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Your team
You’ll be working in the Gold Wealth Team in Miami, FL to help support our Wealth Management clients. We provide benefits. As a Client Associate, you’ll play an important role in servicing out clients and supporting the Gold Wealth Team.
Your expertise
• series 7 and 66 licenses (for registered CSAs only)
• ideally 1-5 years of experience in client service, within the finance sector
• bachelor's degree or equivalent
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About Us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How We Hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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 Show more details...
268314BR...
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Your team
You’ll be working in the Gold Wealth Team in Miami, FL to help support our Wealth Management clients. We provide benefits. As a Client Associate, you’ll play an important role in servicing out clients and supporting the Gold Wealth Team.
Your expertise
• series 7 and 66 licenses (for registered CSAs only)
• ideally 1-5 years of experience in client service, within the finance sector
• bachelor's degree or equivalent
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About Us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How We Hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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 Show more details...
via Salary.com
posted_at: 2 days agoschedule_type: Full-time
United States - New Jersey
Product Management and Development...
Global Wealth Management
Job Reference #
272415BR
City
Weehawken
Job Type
Full Time
Your role
Would you like to join a fast-growing team operating at the tip of UBS's digital transformation? Would you like to immerse yourself in what clients need, and develop digital experiences that delight them? Is the opportunity to build a design practice and champion its impact and influence
United States - New Jersey
Product Management and Development...
Global Wealth Management
Job Reference #
272415BR
City
Weehawken
Job Type
Full Time
Your role
Would you like to join a fast-growing team operating at the tip of UBS's digital transformation? Would you like to immerse yourself in what clients need, and develop digital experiences that delight them? Is the opportunity to build a design practice and champion its impact and influence across a global firm sound like a challenge you'd embrace?
We’re looking for a Digital Strategist to:
• uncover and champion client needs, along with the Digital value propositions that can meet those needs
• guide your team to research and empathize with users in a deep and actionable fashion, leading, coaching, and challenging along the way
• collaborate with technology and business partners across and outside the firm to drive client value and business objectives
• simplify complex needs into an actionable roadmap. Your roadmap will solve for today's pain points while working toward experiences that will delight our users
• bring internal stakeholders along for the ride, immersing them in Digital Lab's learnings and processes
• productively challenge closely held assumptions, pivot when necessary, shamelessly fail fast, and iterate toward solutions.
• be a self-starter who knows how to keep a team aligned and always moving forward
• build relationships with external partners to help develop an ecosystem that exposes UBS to great ideas, methods, and people
• insist on greatness, but in a way that makes you a great mentor and valued teammate
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in the Digital Lab based in New York, NY and Weehawken, NJ, right on the Hudson. We're a 5-minute ferry or bus ride from Manhattan, and we prize flexible work.
Your expertise
• ideally 6-12 years of experience within an enterprise or professional services firm
• user research: Mixed methods (i.e., quant and qual), defining (and challenging) scope, executing, synthesizing, presenting
• design: UX/UI, prototypes, wireframes, animations all help stakeholders visualize the solution
• communications: You're looking to win hearts and minds of line staff and senior leaders alike, so great writing, speaking, and collaborative skills are an absolute must
• experience in the wealth management industry, ideally in the field, would be a great asset. On the other hand, relevant experience outside of financial services that you can apply to building differentiating experiences for high-net-worth individuals and their financial advisors is also welcomed
• experience with agile methodologies is a plus, but not required
• ideally a bachelor’s degree or equivalent work experience
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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 Show more details...
Product Management and Development...
Global Wealth Management
Job Reference #
272415BR
City
Weehawken
Job Type
Full Time
Your role
Would you like to join a fast-growing team operating at the tip of UBS's digital transformation? Would you like to immerse yourself in what clients need, and develop digital experiences that delight them? Is the opportunity to build a design practice and champion its impact and influence across a global firm sound like a challenge you'd embrace?
We’re looking for a Digital Strategist to:
• uncover and champion client needs, along with the Digital value propositions that can meet those needs
• guide your team to research and empathize with users in a deep and actionable fashion, leading, coaching, and challenging along the way
• collaborate with technology and business partners across and outside the firm to drive client value and business objectives
• simplify complex needs into an actionable roadmap. Your roadmap will solve for today's pain points while working toward experiences that will delight our users
• bring internal stakeholders along for the ride, immersing them in Digital Lab's learnings and processes
• productively challenge closely held assumptions, pivot when necessary, shamelessly fail fast, and iterate toward solutions.
• be a self-starter who knows how to keep a team aligned and always moving forward
• build relationships with external partners to help develop an ecosystem that exposes UBS to great ideas, methods, and people
• insist on greatness, but in a way that makes you a great mentor and valued teammate
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in the Digital Lab based in New York, NY and Weehawken, NJ, right on the Hudson. We're a 5-minute ferry or bus ride from Manhattan, and we prize flexible work.
Your expertise
• ideally 6-12 years of experience within an enterprise or professional services firm
• user research: Mixed methods (i.e., quant and qual), defining (and challenging) scope, executing, synthesizing, presenting
• design: UX/UI, prototypes, wireframes, animations all help stakeholders visualize the solution
• communications: You're looking to win hearts and minds of line staff and senior leaders alike, so great writing, speaking, and collaborative skills are an absolute must
• experience in the wealth management industry, ideally in the field, would be a great asset. On the other hand, relevant experience outside of financial services that you can apply to building differentiating experiences for high-net-worth individuals and their financial advisors is also welcomed
• experience with agile methodologies is a plus, but not required
• ideally a bachelor’s degree or equivalent work experience
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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 Show more details...
via LinkedIn
posted_at: 2 days agoschedule_type: Full-time
Job Reference #
270452BR...
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for
Job Reference #
270452BR...
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Your team
You’ll be working as part of Private Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
• series 7 and 66 licenses
• ideally 2-5 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on finance or economics
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody’s business)
• team player
About Us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How We Hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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.
Salary Information
CA, CO, WA and NY based roles: The salary range for this role is $67,000 to $80,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits Show more details...
270452BR...
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Your team
You’ll be working as part of Private Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
• series 7 and 66 licenses
• ideally 2-5 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on finance or economics
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody’s business)
• team player
About Us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How We Hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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.
Salary Information
CA, CO, WA and NY based roles: The salary range for this role is $67,000 to $80,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits Show more details...
via LinkedIn
posted_at: 7 days agoschedule_type: Full-time
Job Reference #
270556BR...
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Senior Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support
Job Reference #
270556BR...
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Senior Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Your team
You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Senior Wealth Strategy Associate, you’ll play an important role in supporting your Financial Advisors while providing white glove service to their clients. Team is based in New York and Miami. We will consider a candidate based in either location.
Your expertise
• series 7 and 66 licenses
• ideally 5 years of experience in client service, within the finance sector
• experienced with proven client relationship skills
• bachelor's degree or equivalent, focusing on Finance
• excellent communicator, with top-notch interpersonal skills
• experienced with proven client relationship skills
• analytical and logical (you can solve problems like nobody’s business)
• team player
• Fluent Portuguese
About Us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How We Hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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.
Salary Information
CA, CO, WA and NY based roles: The salary range for this role is $85,000 to $100,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits Show more details...
270556BR...
Job Type
Full Time
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Senior Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Your team
You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Senior Wealth Strategy Associate, you’ll play an important role in supporting your Financial Advisors while providing white glove service to their clients. Team is based in New York and Miami. We will consider a candidate based in either location.
Your expertise
• series 7 and 66 licenses
• ideally 5 years of experience in client service, within the finance sector
• experienced with proven client relationship skills
• bachelor's degree or equivalent, focusing on Finance
• excellent communicator, with top-notch interpersonal skills
• experienced with proven client relationship skills
• analytical and logical (you can solve problems like nobody’s business)
• team player
• Fluent Portuguese
About Us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How We Hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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.
Salary Information
CA, CO, WA and NY based roles: The salary range for this role is $85,000 to $100,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits Show more details...
via LinkedIn
posted_at: 2 days agoschedule_type: Full-time
Job Reference #
272420BR...
Job Type
Full Time
Your role
• be an Administrative partner helping uniquely successful and pleasant families build amazing lives of significance – connecting their wealth to the people they love and the causes they care about
• provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
• onboard and
Job Reference #
272420BR...
Job Type
Full Time
Your role
• be an Administrative partner helping uniquely successful and pleasant families build amazing lives of significance – connecting their wealth to the people they love and the causes they care about
• provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
• input orders at the direction of clients and/or Financial Advisor
• perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
• support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events
Your team
You will be working with a senior wealth management team in our Newport Beach branch. This team, comprised of a single Financial Advisor and two other Team Associates, services 20-50 UHNW families and provides financial planning, investing, and advisory services daily to these individuals. You will serve as an integral part of this team, coordinating the client service and daily administrative functions of the group.
Learn more about this team and their values from their website:
https://advisors.ubs.com/gallaghercarpentergroup/
Your expertise
• experience working with high-net-worth clients (Currently 90 families with over $1B in team assets)
• strong industry, product, and branch procedures knowledge
• exceptional writing, interpersonal and client service skills
• detail oriented with superior organizational skills and ability to prioritize tasks
• strong knowledge of Microsoft Office products
• team player with the ability to collaborate with others
• ability to work in a fast-paced, evolving environment
• goal oriented, self-motivated and results driven
About Us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How We Hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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.
Salary Information
CA, CO, WA and NY based roles: The salary range for this role is $67,000 to $80,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits Show more details...
272420BR...
Job Type
Full Time
Your role
• be an Administrative partner helping uniquely successful and pleasant families build amazing lives of significance – connecting their wealth to the people they love and the causes they care about
• provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
• input orders at the direction of clients and/or Financial Advisor
• perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
• support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events
Your team
You will be working with a senior wealth management team in our Newport Beach branch. This team, comprised of a single Financial Advisor and two other Team Associates, services 20-50 UHNW families and provides financial planning, investing, and advisory services daily to these individuals. You will serve as an integral part of this team, coordinating the client service and daily administrative functions of the group.
Learn more about this team and their values from their website:
https://advisors.ubs.com/gallaghercarpentergroup/
Your expertise
• experience working with high-net-worth clients (Currently 90 families with over $1B in team assets)
• strong industry, product, and branch procedures knowledge
• exceptional writing, interpersonal and client service skills
• detail oriented with superior organizational skills and ability to prioritize tasks
• strong knowledge of Microsoft Office products
• team player with the ability to collaborate with others
• ability to work in a fast-paced, evolving environment
• goal oriented, self-motivated and results driven
About Us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How We Hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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.
Salary Information
CA, CO, WA and NY based roles: The salary range for this role is $67,000 to $80,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits Show more details...
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