UBS
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?
Responsibilities
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 such as Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, and Annuities.
Prepare sales materials such as presentations, campaign content, and product updates; coordinate Advisor/Field Leader meetings and attend 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 Walnut Creek, San Mateo, San Jose, San Francisco, Sacramento, Palo Alto, Napa, Menlo Park, Los Gatos: salary range $120,000 to $160,000.
Additional
information about salary and incentives can be found at ubs.com/usbenefits.
Your Team You will be part of the GWM US National Sales team, reporting to Head of Business Development based in Weehawken, NJ. The team acts as trusted advisor to our Field Leaders and Financial Advisors. You will be based in San Francisco, CA, supporting Advisors in the Bay Area and surrounding locations.
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, delivering against tight deadlines.
Strong understanding of the wealth management business.
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 breadth of expertise set us apart from our competitors.
Join us At UBS, we know that our people, with their diverse skills, experiences and backgrounds, drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, offering 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; collaboration is at the heart of everything we do.
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 Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
#J-18808-Ljbffr
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?
Responsibilities
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 such as Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, and Annuities.
Prepare sales materials such as presentations, campaign content, and product updates; coordinate Advisor/Field Leader meetings and attend 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 Walnut Creek, San Mateo, San Jose, San Francisco, Sacramento, Palo Alto, Napa, Menlo Park, Los Gatos: salary range $120,000 to $160,000.
Additional
information about salary and incentives can be found at ubs.com/usbenefits.
Your Team You will be part of the GWM US National Sales team, reporting to Head of Business Development based in Weehawken, NJ. The team acts as trusted advisor to our Field Leaders and Financial Advisors. You will be based in San Francisco, CA, supporting Advisors in the Bay Area and surrounding locations.
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, delivering against tight deadlines.
Strong understanding of the wealth management business.
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 breadth of expertise set us apart from our competitors.
Join us At UBS, we know that our people, with their diverse skills, experiences and backgrounds, drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, offering 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; collaboration is at the heart of everything we do.
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 Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
#J-18808-Ljbffr