UHNW Plus and GFIW Americas Relationship Manager
Apply NowCompany: UBS
Location: Los Angeles, CA 90011
Description:
Your role
Are you an experienced client-facing relationship manager? Do you enjoy navigating complex, large organizations to deliver a seamless product client experience?
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new "Ultra High Net Worth (UHNW) Plus" client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs - we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.
We are looking for someone who can:
serve as an orchestrator and leader of a dedicated group of subject matter experts, closely coordinated with Financial Advisors and in alignment with senior UBS managers
be an overall connector within the firm, responsible for the holistic client experience as well as executing clients' cross-divisional business needs
act as a relationship manager for our largest clients, closely coordinated with the client's Financial Advisor, with multiple touchpoints across all of UBS Group
identify potential UHNW clients and help drive the client acquisition and/or engagement process. Leads should come from your own contacts and/or by working together with Financial Advisors/senior UBS managers, including Vice Chairmen
take overall responsibility for meeting financial targets from clients under your coverage, by delivering to their requirements
understand client needs and coordinate cross-divisional coverage to ensure clients are properly covered by a team comprised of relevant specialists
direct inbound client requests as well as manage larger financial transactions, in compliance with Wealth Management, Investment Bank, Asset Management, barrier crossing and cross border policies
act as an ambassador for collaboration with UHNW colleagues as well as partners from other UBS divisions
ensure compliance guidelines are strictly adhered to when interacting with clients and prospects
Detailed salary information:
San Francisco: the salary range for this role is $207500 to $282500
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You will be working in the US UHNW Plus and GFIW Americas team, which are cross-divisional client service offerings. You will be an employee of Wealth Management and will deliver solutions to our wealthiest clients, including institutional family office clients. The team is responsible for prospecting, building long-standing, cross-divisional relationships and delivering products, services and thought leadership to the largest clients domiciled in the Americas, in close coordination with Financial Advisors.
You will be located in California and focused on clients from the West.
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
extensive network of relationships with UHNW clients, including institutional family offices
demonstrated expertise covering UHNW clients in the investment or advisory space
meaningful knowledge of products and capabilities across Wealth Management, the Investment Bank and Asset Management
excellent interpersonal skills and strong communication skills
able to work collaboratively with a variety of client-specific coverage teams
proven track record working with sophisticated clients and complex investments
expert in related compliance, regulation, policies and guidelines
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 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?
Are you an experienced client-facing relationship manager? Do you enjoy navigating complex, large organizations to deliver a seamless product client experience?
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new "Ultra High Net Worth (UHNW) Plus" client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs - we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.
We are looking for someone who can:
serve as an orchestrator and leader of a dedicated group of subject matter experts, closely coordinated with Financial Advisors and in alignment with senior UBS managers
be an overall connector within the firm, responsible for the holistic client experience as well as executing clients' cross-divisional business needs
act as a relationship manager for our largest clients, closely coordinated with the client's Financial Advisor, with multiple touchpoints across all of UBS Group
identify potential UHNW clients and help drive the client acquisition and/or engagement process. Leads should come from your own contacts and/or by working together with Financial Advisors/senior UBS managers, including Vice Chairmen
take overall responsibility for meeting financial targets from clients under your coverage, by delivering to their requirements
understand client needs and coordinate cross-divisional coverage to ensure clients are properly covered by a team comprised of relevant specialists
direct inbound client requests as well as manage larger financial transactions, in compliance with Wealth Management, Investment Bank, Asset Management, barrier crossing and cross border policies
act as an ambassador for collaboration with UHNW colleagues as well as partners from other UBS divisions
ensure compliance guidelines are strictly adhered to when interacting with clients and prospects
Detailed salary information:
San Francisco: the salary range for this role is $207500 to $282500
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You will be working in the US UHNW Plus and GFIW Americas team, which are cross-divisional client service offerings. You will be an employee of Wealth Management and will deliver solutions to our wealthiest clients, including institutional family office clients. The team is responsible for prospecting, building long-standing, cross-divisional relationships and delivering products, services and thought leadership to the largest clients domiciled in the Americas, in close coordination with Financial Advisors.
You will be located in California and focused on clients from the West.
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
extensive network of relationships with UHNW clients, including institutional family offices
demonstrated expertise covering UHNW clients in the investment or advisory space
meaningful knowledge of products and capabilities across Wealth Management, the Investment Bank and Asset Management
excellent interpersonal skills and strong communication skills
able to work collaboratively with a variety of client-specific coverage teams
proven track record working with sophisticated clients and complex investments
expert in related compliance, regulation, policies and guidelines
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 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?