UBS
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Business Development Officer
role at
UBS .
Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out. 5 days ago Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. 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? We’re looking for someone like you to: 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; 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. Detailed salary information: Locations including Walnut Creek, San Mateo, San Jose, San Francisco, Sacramento, Palo Alto, Napa, Menlo Park, Los Gatos: the salary range for this role is $110,000 to $157,000. The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location, and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Your team You will be part of the GWM US National Sales team, reporting to the Head of Business Development based in Weehawken, NJ. This team acts as trusted advisors to our Field Leaders and Financial Advisors. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership, and best practices. You will be based in San Francisco, 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. Operating with 5 days/week in a UBS office. Role may require travel to different local branch offices. About Us UBS is the world’s largest and the only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global presence in all major financial centers across more than 50 countries sets us apart. Join us At UBS, our people, with their diverse skills, experiences, and backgrounds, drive our success. We’re dedicated to our craft, passionate about putting our people first, offering new challenges, a supportive team, opportunities to grow, and flexible working options. Our inclusive culture brings out the best in our employees. We also support disability inclusion and provide reasonable accommodations during our recruitment process. Salary Information US Only: The expected salary range for this role is $110,000 to $157,000 based on experience, qualifications, education, location, and skill level. Please see the «Your role» section for detailed salary info.
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Business Development Officer
role at
UBS .
Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out. 5 days ago Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. 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? We’re looking for someone like you to: 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; 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. Detailed salary information: Locations including Walnut Creek, San Mateo, San Jose, San Francisco, Sacramento, Palo Alto, Napa, Menlo Park, Los Gatos: the salary range for this role is $110,000 to $157,000. The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location, and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Your team You will be part of the GWM US National Sales team, reporting to the Head of Business Development based in Weehawken, NJ. This team acts as trusted advisors to our Field Leaders and Financial Advisors. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership, and best practices. You will be based in San Francisco, 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. Operating with 5 days/week in a UBS office. Role may require travel to different local branch offices. About Us UBS is the world’s largest and the only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global presence in all major financial centers across more than 50 countries sets us apart. Join us At UBS, our people, with their diverse skills, experiences, and backgrounds, drive our success. We’re dedicated to our craft, passionate about putting our people first, offering new challenges, a supportive team, opportunities to grow, and flexible working options. Our inclusive culture brings out the best in our employees. We also support disability inclusion and provide reasonable accommodations during our recruitment process. Salary Information US Only: The expected salary range for this role is $110,000 to $157,000 based on experience, qualifications, education, location, and skill level. Please see the «Your role» section for detailed salary info.
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