UHNW Lending Specialist
Apply NowCompany: UBS
Location: Atlanta, GA 30349
Description:
Your role
Are you interested in joining banking? Banking is seeking a high potential candidate to help grow Ultra High Net Worth lending advisory team serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) client segments. The UHNW Lending Advisory Specialist will drive adoption of Tailored Lending, Private Equity and other lending products by collaborating with Senior Wealth Management Bankers and Financial Advisors/Private Wealth Advisors.
Position Summary:
be a solution specialist for Tailored Lending.
partner with Senior Wealth Management Banker and Private Wealth Advisor to increase adoption of banking lending products and solutions with Private Wealth Advisors and Senior Wealth Management Bankers
establish a reputation of execution and excellence while maintaining confidence of the Private Wealth Advisor, Senior Wealth Management Banker and Firm Management.
profile HNW client base, identify and analyze business opportunities and build lending product awareness
responsible for driving growth across Tailored Lending and Private Equity
develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationship
interview prospects & clients in joint meetings with Senior Wealth Management Bankers and Private Wealth Advisors.
pre-screen appropriate transactions and communicate with Senior Wealth Management Bankers and Private Wealth Advisors regarding opportunities
manage expectations through active communication with Wealth Management Bankers and Private Wealth Advisors
Your team
The UHNW Lending Advisory Team is a banking team that partners with Senior Wealth Management Bankers to drive banking production adoption with Financial Advisors and Private Wealth Advisors with a focus on Tailored Lending.
Your expertise
Experience:
Bachelor's Degree required; Advanced degree preferred
minimum 7-10 years' experience in UHNW lending origination and credit analysis in private or commercial banking
Series 7, 63 (or 66) securities licenses required or to be obtained within 90 days of employment.
completion of formal credit training strongly preferred
expert knowledge of credit products securities based loans, high net worth tailored lending products, and private equity.
experience in understanding the financial needs of all types of clients
Skills/Abilities:
maintain poise and presence coupled with exceptional interpersonal skills to build relationships with sophisticated high net worth clients and their advisors
ability to develop and coordinate activities of junior team members
demonstrated creativity and intelligent solutions in structuring sophisticated client transactions
balance revenue expectations with risk requirements of firm to ensure client and firm s interests are met
ability to tactfully and professionally decline transactions while maintain FA and client relationships
possess excellent oral and written communication skills and presentation skills
detail orientation with exceptional analytical skills
ability to multi-task; meet deadlines and manage Financial Advisor and client expectations.
good collaboration skills in a team-oriented environment
this position may require approximately 25% travel
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.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Are you interested in joining banking? Banking is seeking a high potential candidate to help grow Ultra High Net Worth lending advisory team serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) client segments. The UHNW Lending Advisory Specialist will drive adoption of Tailored Lending, Private Equity and other lending products by collaborating with Senior Wealth Management Bankers and Financial Advisors/Private Wealth Advisors.
Position Summary:
be a solution specialist for Tailored Lending.
partner with Senior Wealth Management Banker and Private Wealth Advisor to increase adoption of banking lending products and solutions with Private Wealth Advisors and Senior Wealth Management Bankers
establish a reputation of execution and excellence while maintaining confidence of the Private Wealth Advisor, Senior Wealth Management Banker and Firm Management.
profile HNW client base, identify and analyze business opportunities and build lending product awareness
responsible for driving growth across Tailored Lending and Private Equity
develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationship
interview prospects & clients in joint meetings with Senior Wealth Management Bankers and Private Wealth Advisors.
pre-screen appropriate transactions and communicate with Senior Wealth Management Bankers and Private Wealth Advisors regarding opportunities
manage expectations through active communication with Wealth Management Bankers and Private Wealth Advisors
Your team
The UHNW Lending Advisory Team is a banking team that partners with Senior Wealth Management Bankers to drive banking production adoption with Financial Advisors and Private Wealth Advisors with a focus on Tailored Lending.
Your expertise
Experience:
Bachelor's Degree required; Advanced degree preferred
minimum 7-10 years' experience in UHNW lending origination and credit analysis in private or commercial banking
Series 7, 63 (or 66) securities licenses required or to be obtained within 90 days of employment.
completion of formal credit training strongly preferred
expert knowledge of credit products securities based loans, high net worth tailored lending products, and private equity.
experience in understanding the financial needs of all types of clients
Skills/Abilities:
maintain poise and presence coupled with exceptional interpersonal skills to build relationships with sophisticated high net worth clients and their advisors
ability to develop and coordinate activities of junior team members
demonstrated creativity and intelligent solutions in structuring sophisticated client transactions
balance revenue expectations with risk requirements of firm to ensure client and firm s interests are met
ability to tactfully and professionally decline transactions while maintain FA and client relationships
possess excellent oral and written communication skills and presentation skills
detail orientation with exceptional analytical skills
ability to multi-task; meet deadlines and manage Financial Advisor and client expectations.
good collaboration skills in a team-oriented environment
this position may require approximately 25% travel
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.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.