UBS
Overview
Join to apply for the
Business Development Officer
role at
UBS . Job Reference #: 319107BR 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 and locations
Salary range: $120,000 to $160,000 Locations: Walnut Creek, San Mateo, San Jose, San Francisco, Sacramento, Palo Alto, Napa, Menlo Park, Los Gatos 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. 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. Equal Opportunity
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. We are committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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Join to apply for the
Business Development Officer
role at
UBS . Job Reference #: 319107BR 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 and locations
Salary range: $120,000 to $160,000 Locations: Walnut Creek, San Mateo, San Jose, San Francisco, Sacramento, Palo Alto, Napa, Menlo Park, Los Gatos 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. 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. Equal Opportunity
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. We are committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
#J-18808-Ljbffr