UBS
Your role
Are you passionate about driving business growth through strategic sales and relationship-building? Do you excel at identifying opportunities and delivering solutions that meet client needs in a collaborative environment? Do you thrive in a collaborative environment, solving problems and delivering solutions? We’re looking for someone who can build and maintain trustworthy relationships with Financial Advisor teams, Wealth Management branch personnel, and Banking and Lending partners. This role combines expertise in Deposits and Cash Management Solutions with Banking and Lending services, acting as a key connector between bankers, advisors, clients, and product teams.
Client & Advisor Partnership Collaborate with Senior Wealth Management Bankers, Financial Advisors, and Field Leaders to advise clients on Deposits, Cash Management, Banking, and Lending Solutions. Integrate these solutions into onboarding and review processes. Foster strong relationships with key teams to incorporate Banking and Lending into their practices.
Business Development & Engagement
Partner with your Senior Wealth Management Banker(s) to engage your markets in Deposits, Banking and Lending.
Profile client bases, identify and analyze business opportunities, and 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.
Product Expertise & Education
Act as the 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, including the Banking Solutions Team, Lending Teams and Private Mortgage Bankers, to ensure sound sales execution.
Operational Excellence
Establish a reputation for client focus and executional excellence.
Maintain strong 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.
Salary Seattle, San Francisco, San Diego, Denver: $105,000 to $130,000.
Job Type Full Time
Job Reference 323409BR
City Denver, Portland, San Diego, San Francisco, Seattle
Your team You will work as part of the Banking Field Engagement Team, partnering with Senior Wealth Management Banker(s) and Financial Advisors to solve client needs. Banking and cash management are critical growth drivers of Wealth Management Americas, and this role is essential in connecting these solutions to advisors and clients in the field.
Your expertise
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.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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.
Benefits Please visit ubs.com/usbenefits for benefits information.
Seniority level Not Applicable
Employment type Full-time
Job function Design, Information Technology, and Product Management
Industries Banking, Financial Services, and Investment Banking
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Client & Advisor Partnership Collaborate with Senior Wealth Management Bankers, Financial Advisors, and Field Leaders to advise clients on Deposits, Cash Management, Banking, and Lending Solutions. Integrate these solutions into onboarding and review processes. Foster strong relationships with key teams to incorporate Banking and Lending into their practices.
Business Development & Engagement
Partner with your Senior Wealth Management Banker(s) to engage your markets in Deposits, Banking and Lending.
Profile client bases, identify and analyze business opportunities, and 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.
Product Expertise & Education
Act as the 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, including the Banking Solutions Team, Lending Teams and Private Mortgage Bankers, to ensure sound sales execution.
Operational Excellence
Establish a reputation for client focus and executional excellence.
Maintain strong 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.
Salary Seattle, San Francisco, San Diego, Denver: $105,000 to $130,000.
Job Type Full Time
Job Reference 323409BR
City Denver, Portland, San Diego, San Francisco, Seattle
Your team You will work as part of the Banking Field Engagement Team, partnering with Senior Wealth Management Banker(s) and Financial Advisors to solve client needs. Banking and cash management are critical growth drivers of Wealth Management Americas, and this role is essential in connecting these solutions to advisors and clients in the field.
Your expertise
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.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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.
Benefits Please visit ubs.com/usbenefits for benefits information.
Seniority level Not Applicable
Employment type Full-time
Job function Design, Information Technology, and Product Management
Industries Banking, Financial Services, and Investment Banking
#J-18808-Ljbffr