UBS Financial Services
Business Development Officer
UBS Financial Services, Washington, District of Columbia, us, 20022
http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=325742
Position: Business Development Specialist - Wealth Management Locations: Baltimore, Conshohocken, Hunt Valley, Mt. Laurel, Newtown, Philadelphia, Princeton, Washington
Job Type: Full Time
Your Role
Identify key strategies to develop and grow sales, supporting Financial Advisors and Field Leaders in understanding client needs and business opportunities.
Increase revenue, raise awareness, and support point-of-sale execution of trade and product ideas.
Develop and share sales ideas based on market trends, product strategies, and resources.
Host meetings, provide tactical sales ideas, and support client acquisition and retention efforts.
Distribute product-specific advice, prepare sales materials, and coordinate meetings.
Handle profiling, lead follow-up, and collaborate with strategy and analytics teams.
Salary Range Washington, Hunt Valley, Baltimore: $110,000 - $157,000. Compensation may include discretionary incentives. For benefits, visit ubs.com/usbenefits.
Team & Reporting Part of the GWM US National Sales team, reporting to the Head of Business Development, based in Weehawken, NJ. Supporting Advisors across multiple locations.
Required Skills & Qualifications
Self-motivated with strong presentation skills.
Proactive, critical thinker, collaborative.
Organized, detail-oriented, able to meet deadlines.
Knowledge of wealth management; Series 7/66 or 7/63/65 licenses required.
Willing to work in-office five days a week and travel as needed.
About UBS UBS is a leading global wealth manager with operations in over 50 countries, committed to diversity, inclusion, and employee growth. We value collaboration and support flexible working arrangements.
Equal Opportunity Statement UBS is an Equal Opportunity Employer, promoting diversity and supporting applicants with disabilities throughout the recruitment process.
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Position: Business Development Specialist - Wealth Management Locations: Baltimore, Conshohocken, Hunt Valley, Mt. Laurel, Newtown, Philadelphia, Princeton, Washington
Job Type: Full Time
Your Role
Identify key strategies to develop and grow sales, supporting Financial Advisors and Field Leaders in understanding client needs and business opportunities.
Increase revenue, raise awareness, and support point-of-sale execution of trade and product ideas.
Develop and share sales ideas based on market trends, product strategies, and resources.
Host meetings, provide tactical sales ideas, and support client acquisition and retention efforts.
Distribute product-specific advice, prepare sales materials, and coordinate meetings.
Handle profiling, lead follow-up, and collaborate with strategy and analytics teams.
Salary Range Washington, Hunt Valley, Baltimore: $110,000 - $157,000. Compensation may include discretionary incentives. For benefits, visit ubs.com/usbenefits.
Team & Reporting Part of the GWM US National Sales team, reporting to the Head of Business Development, based in Weehawken, NJ. Supporting Advisors across multiple locations.
Required Skills & Qualifications
Self-motivated with strong presentation skills.
Proactive, critical thinker, collaborative.
Organized, detail-oriented, able to meet deadlines.
Knowledge of wealth management; Series 7/66 or 7/63/65 licenses required.
Willing to work in-office five days a week and travel as needed.
About UBS UBS is a leading global wealth manager with operations in over 50 countries, committed to diversity, inclusion, and employee growth. We value collaboration and support flexible working arrangements.
Equal Opportunity Statement UBS is an Equal Opportunity Employer, promoting diversity and supporting applicants with disabilities throughout the recruitment process.
#J-18808-Ljbffr