UBS
Wealth Management Banker
UBS – Wealth Management – Detroit, New York
Full Time
– Job Reference # 325417BR
Salary : New York: $105,000 – $130,000 (US only) – possible discretionary incentive compensation.
Benefits : visit ubs.com/usbenefits.
Responsibilities
Collaborate with Senior Wealth Management Bankers, Financial Advisors, and Field Leaders to advise clients on Deposits, Cash Management, Banking, and Lending Solutions.
Integrate solutions into onboarding and review processes; foster strong relationships with key teams.
Partner with Senior Wealth Management Banker(s) to engage markets in Deposits, Banking and Lending.
Profile client bases, identify and analyze business opportunities, drive adoption of cash management and banking solutions.
Maintain a pipeline of opportunities, leveraging analytics and lists (e.g., liquidity events, external transfers) to grow balances and revenue.
Support Advisor team recruiting and prospective client inquiries.
Act as subject matter expert for all inquiries related to Cash Management, Deposit Solutions, Banking, and Lending.
Build awareness and understanding among Financial Advisors, support professionals, and field management through clear articulation of value propositions.
Coordinate with internal partners—Banking Solutions Team, Lending Teams, Private Mortgage Bankers—to ensure sound sales execution.
Establish client focus and executional excellence; maintain connectivity with the field through branch visits, sales meetings, training sessions, video calls, and targeted communications.
Collaborate with SWMBs, Digital Specialists, and other partners to deliver integrated solutions; review and analyze mortgage and securities‑backed lending pipelines, resolve issues impacting loan cycle time, and identify process improvements.
Qualifications
Bachelor’s degree or equivalent experience.
Experience in financial services, preferably in wealth management supporting high‑net‑worth clients.
Knowledge of securities‑backed lending, mortgage banking, private banking products, and cash management solutions.
Ability to manage multiple projects and priorities with strong organizational skills.
Proactive approach and problem‑solving abilities.
Strong communication and presentation skills.
Interest in client experience and effective interpersonal skills.
About UBS UBS is a leading global wealth manager and a universal bank headquartered in Zurich, Switzerland, present in more than 50 markets worldwide.
We foster collaboration at the heart of everything we do, and we value diverse skills, experiences, and backgrounds.
Equal Employment 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 provide reasonable accommodations during recruitment.
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Full Time
– Job Reference # 325417BR
Salary : New York: $105,000 – $130,000 (US only) – possible discretionary incentive compensation.
Benefits : visit ubs.com/usbenefits.
Responsibilities
Collaborate with Senior Wealth Management Bankers, Financial Advisors, and Field Leaders to advise clients on Deposits, Cash Management, Banking, and Lending Solutions.
Integrate solutions into onboarding and review processes; foster strong relationships with key teams.
Partner with Senior Wealth Management Banker(s) to engage markets in Deposits, Banking and Lending.
Profile client bases, identify and analyze business opportunities, drive adoption of cash management and banking solutions.
Maintain a pipeline of opportunities, leveraging analytics and lists (e.g., liquidity events, external transfers) to grow balances and revenue.
Support Advisor team recruiting and prospective client inquiries.
Act as subject matter expert for all inquiries related to Cash Management, Deposit Solutions, Banking, and Lending.
Build awareness and understanding among Financial Advisors, support professionals, and field management through clear articulation of value propositions.
Coordinate with internal partners—Banking Solutions Team, Lending Teams, Private Mortgage Bankers—to ensure sound sales execution.
Establish client focus and executional excellence; maintain connectivity with the field through branch visits, sales meetings, training sessions, video calls, and targeted communications.
Collaborate with SWMBs, Digital Specialists, and other partners to deliver integrated solutions; review and analyze mortgage and securities‑backed lending pipelines, resolve issues impacting loan cycle time, and identify process improvements.
Qualifications
Bachelor’s degree or equivalent experience.
Experience in financial services, preferably in wealth management supporting high‑net‑worth clients.
Knowledge of securities‑backed lending, mortgage banking, private banking products, and cash management solutions.
Ability to manage multiple projects and priorities with strong organizational skills.
Proactive approach and problem‑solving abilities.
Strong communication and presentation skills.
Interest in client experience and effective interpersonal skills.
About UBS UBS is a leading global wealth manager and a universal bank headquartered in Zurich, Switzerland, present in more than 50 markets worldwide.
We foster collaboration at the heart of everything we do, and we value diverse skills, experiences, and backgrounds.
Equal Employment 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 provide reasonable accommodations during recruitment.
#J-18808-Ljbffr