Client Advisor - WM APAC, Global Access Hub
Apply NowCompany: UBS
Location: San Francisco, CA 94112
Description:
Your role
Do you have a strong entrepreneurial spirit and willingness to play an important role in defining and implementing a new business line for UBS GWM?
Are you client obsessed and willing to go above and beyond to ensure service excellence and the delivery of the best of UBS?
Do you have a proven track record for excellence and growth?
The bank is introducing a new partnership client coverage model in the USA specifically focused on multi-shoring client relationships. The Global Access Hub will be staffed with local staff and international assignments in order to scale the approved global collaboration framework.
We are looking for experienced client advisors with a proven track record and competency in:
Partnership and collaboration with units across the bank
Demonstrable growth track record evidenced by strong financial results
Deep knowledge of bank's intermediary risk framework with particular emphasis on the cross-border policies and controls
Commitment to operational excellence with demonstrable track record in mastering key process flows required to service relationships in a compliant and agile manner
Advanced spoken and written communication skills
Sound understanding of the bank's investment solutions and ability to drive sales and partner with specialists when required
Ability to pass license exams (SIE, Series 7 and 66) within a reasonable amount of time
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
The Global Access Initiative will have hubs in New York, Miami, and California (exact location under development). It will be a market within the UBS International Financial Services Division. The WM APAC Team will be based in California. This team will report locally to the Head of the Global Access Initiative and functionally to the GWM APAC business unit. This team is not an origination unit and will therefore not prospect new clients but rather leverage existing client relationships referred from the GWM Business Units.
Your expertise
10+ years of experience in wealth management international, in a similar experience
a firm grasp of financial markets and regulatory frameworks (with particular emphasis on the cross-border framework)
Strong understanding and track record covering Asian Pacific UHNW/HNW Clients
Experience in working within newly formed teams or new business lines is considered a plus
Demonstrably results oriented with a strong track record in financial performance
Strong risk management competencies including knowledge of cross-border frameworks, product suitability, and applicable policies and regulations
Proven experience in building client trust, evidenced through share of wallet growth
Sound understanding of financial markets and the bank's investment capabilities
Valid Wealth Management Diploma or equivalent certification
Proven ability to digest new information and learn quickly as obtaining several licenses will be a pre-requisite for the role
If not a US Person or US permanent, visa eligibility includes: bachelor's degree; 2+ years employee of UBS
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.
Do you have a strong entrepreneurial spirit and willingness to play an important role in defining and implementing a new business line for UBS GWM?
Are you client obsessed and willing to go above and beyond to ensure service excellence and the delivery of the best of UBS?
Do you have a proven track record for excellence and growth?
The bank is introducing a new partnership client coverage model in the USA specifically focused on multi-shoring client relationships. The Global Access Hub will be staffed with local staff and international assignments in order to scale the approved global collaboration framework.
We are looking for experienced client advisors with a proven track record and competency in:
Partnership and collaboration with units across the bank
Demonstrable growth track record evidenced by strong financial results
Deep knowledge of bank's intermediary risk framework with particular emphasis on the cross-border policies and controls
Commitment to operational excellence with demonstrable track record in mastering key process flows required to service relationships in a compliant and agile manner
Advanced spoken and written communication skills
Sound understanding of the bank's investment solutions and ability to drive sales and partner with specialists when required
Ability to pass license exams (SIE, Series 7 and 66) within a reasonable amount of time
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
The Global Access Initiative will have hubs in New York, Miami, and California (exact location under development). It will be a market within the UBS International Financial Services Division. The WM APAC Team will be based in California. This team will report locally to the Head of the Global Access Initiative and functionally to the GWM APAC business unit. This team is not an origination unit and will therefore not prospect new clients but rather leverage existing client relationships referred from the GWM Business Units.
Your expertise
10+ years of experience in wealth management international, in a similar experience
a firm grasp of financial markets and regulatory frameworks (with particular emphasis on the cross-border framework)
Strong understanding and track record covering Asian Pacific UHNW/HNW Clients
Experience in working within newly formed teams or new business lines is considered a plus
Demonstrably results oriented with a strong track record in financial performance
Strong risk management competencies including knowledge of cross-border frameworks, product suitability, and applicable policies and regulations
Proven experience in building client trust, evidenced through share of wallet growth
Sound understanding of financial markets and the bank's investment capabilities
Valid Wealth Management Diploma or equivalent certification
Proven ability to digest new information and learn quickly as obtaining several licenses will be a pre-requisite for the role
If not a US Person or US permanent, visa eligibility includes: bachelor's degree; 2+ years employee of UBS
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.