UBS
Overview
Job Reference # 319107BR City Carmel, Los Gatos, Menlo Park, Napa, Palo Alto, Sacramento, San Francisco, San Jose, San Mateo, Walnut Creek Job Type Full Time Your role
Can you identify key strategies to develop and grow sales? Do you have a proven track record developing relationships? Do you want to go the extra mile to help our Financial Advisors and Field Leaders understand our clients’ needs and business opportunities? increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources host daily Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines. Support book segmentation and reviews to bolster client acquisition and retention efforts understand and distribute ideas, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities prepare sales materials e.g., presentations, campaign content, and product updates and coordinate Advisor/Field Leader meetings, attending as needed handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria Salary information
Detailed salary information: Walnut Creek, San Mateo, San Jose, San Francisco, Sacramento, Palo Alto, Napa, Menlo Park, Los Gatos: the salary range for this role is $120000 to $160000. 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 the sources without links. Your Career Comeback
We are open to applications from career returners. Find out more about our program on the career comeback site. Your team
You will be part of the GWM US National Sales team, reporting to Head, Business Development based in Weehawken, NJ. This team acts as trusted advisor to our Field Leaders and Financial Advisors. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership and best practices. You will be based in San Francisco, CA, supporting Advisors in San Francisco, Walnut Creek, Menlo Park, San Jose, Sacramento, Carmel, Marin County, San Mateo, Los Gatos, Napa, and Palo Alto. Your expertise
self-motivated and passionate about the client experience, with solid presentation skills proactive, critical thinker with a collaborative personality strong planner focused on organization and details, with no problem delivering against tight deadlines strong understanding of the wealth management business the National Sales team is geographically diverse with a concentration of tri-state area-based employees Series 7/66 or 7/63/65 required role may require travel to different local branch offices 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. 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.
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Job Reference # 319107BR City Carmel, Los Gatos, Menlo Park, Napa, Palo Alto, Sacramento, San Francisco, San Jose, San Mateo, Walnut Creek Job Type Full Time Your role
Can you identify key strategies to develop and grow sales? Do you have a proven track record developing relationships? Do you want to go the extra mile to help our Financial Advisors and Field Leaders understand our clients’ needs and business opportunities? increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources host daily Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines. Support book segmentation and reviews to bolster client acquisition and retention efforts understand and distribute ideas, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities prepare sales materials e.g., presentations, campaign content, and product updates and coordinate Advisor/Field Leader meetings, attending as needed handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria Salary information
Detailed salary information: Walnut Creek, San Mateo, San Jose, San Francisco, Sacramento, Palo Alto, Napa, Menlo Park, Los Gatos: the salary range for this role is $120000 to $160000. 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 the sources without links. Your Career Comeback
We are open to applications from career returners. Find out more about our program on the career comeback site. Your team
You will be part of the GWM US National Sales team, reporting to Head, Business Development based in Weehawken, NJ. This team acts as trusted advisor to our Field Leaders and Financial Advisors. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership and best practices. You will be based in San Francisco, CA, supporting Advisors in San Francisco, Walnut Creek, Menlo Park, San Jose, Sacramento, Carmel, Marin County, San Mateo, Los Gatos, Napa, and Palo Alto. Your expertise
self-motivated and passionate about the client experience, with solid presentation skills proactive, critical thinker with a collaborative personality strong planner focused on organization and details, with no problem delivering against tight deadlines strong understanding of the wealth management business the National Sales team is geographically diverse with a concentration of tri-state area-based employees Series 7/66 or 7/63/65 required role may require travel to different local branch offices 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. 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.
#J-18808-Ljbffr