Are you a great communicator? Do you know how to take care of people? Were looking for someone like that who can provide advice and counsel to our Wealth Advice Center clients over the telephone.
We’re looking for someone like this to:
collaborate with your team to deliver advice to existing clients via inbound and outbound call campaigns
proactively build relationships with existing clients to meet business objectives including asset consolidation, diversification, and client deepening
evaluate client needs to help inform investment strategies,
understand and explain financial markets and economic conditions to clients
recommend appropriate UBS products and services to meet clients’ financial goals by utilizing consultative selling skills
analyze portfolio performance reports, in conjunction with Wealth Management research and external parties, to make recommendations for change
excel in a fun, fast, competitive sales environment with unlimited growth potential
Your Career Comeback
Youll be working in the Wealth Advice Center in either Weehawken, NJ or Charlotte, NC. We provide insights-based advice and deliver solutions that are tailored to Emerging Affluent (
ideally 2 years recent work experience as an Investment Representative from a Wealth Management firm, preferably from an inbound and outbound phone based environment required
knowledge of Account Opening procedures for NRA (IRMA documentation and process, Account Opening Structures, Client Confidentiality
Series 7 required; you will need to take and successfully pass the Series 66 within 60 days of employment
Bachelor’s Degree preferred but not mandatory
experience in customer service
passionate about the client experience, with strong interpersonal skills
an excellent communicator
always professional (but you have the human touch)
proficient with Microsoft Suite Applications, including Outlook, Word & Excel
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That’s what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?