What are the responsibilities and job description for the UBS Advisory Sales Desk position at UBS?
United States - New Jersey
Product Management and Development
Global Wealth Management
Job Reference #
290434BR
City
Weehawken
Job Type
Full Time
Your role
Do you enjoy working directly with financial advisors and their clients? Do you follow the markets, even in your spare time? Are you a natural born leader?
We’re looking for someone who can help us:
We’re looking for someone who can help us:
- support advisors in understanding and effectively communicating the UBS Advisory value proposition
- develop Advisory Investment sales content to deliver to our advisors through broad presentations
- leverage personal experience to provide capital market guidance and asset allocation assistance
- perform strategic client reviews, ensuring appropriate implementation by our financial advisors
- share best practices and advise financial advisors with timely industry developments and opportunities
- partner with key internal and external teams to enhance the advisor's wealth management experience
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
As an Advisory Investment Specialist with the UBS Advisory Sales Desk in Weehawken, New Jersey, you'll work with a team of specialists who support our financial advisors with the formation, implementation and review of their clients' Advisory portfolios. You'll help develop strategies to proactively provide financial advisors with investment themes and product education, while facilitating access to numerous research partners and resources. You will also assist with practice management training, working with advisors to help deliver the features and benefits of UBS Advisory programs.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
- your Series 7 and 63 licenses (Series 66 or 65 required within 60 days of hire)
- 2-plus years of experience working within wealth management, asset management or a private bank
- a strong foundation in understanding and discussing broad economic and investment-related topics
- compelling organizational, problem solving and project coordination skills
- the ability to work autonomously and within a supportive team structure
- a proven leader with experience in working in productive and successful team environments
- an excellent communicator, comfortable with presenting over the phone or in front of an audience
- skilled at initiating, nurturing and developing strong interpersonal relationships
- able to multitask in a fast paced and dynamic environment
- familiar with analytical tools and presentation software
- LI-UBS
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 the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Outside Sales Representative
Topaz HR Advisory -
Newark, NJ
Automation Engineer, Periodic KYC Reviews PKRs
UBS AG - Investment Banking -
Weehawken, NJ
DESK COUNTER SALES PERSON
CAPA Construction -
Newark, NJ
