Wealth Advice Center, Wealth Management Associate Program Job at UBS
United States - North Carolina
Financial Advisors
Global Wealth Management
Job Reference #
263011BR
City
Charlotte
Job Type
Full Time
Your role
Are you an aspiring wealth management professional, but don’t know where to start? Are you a great listener, coachable, and a clear communicator? Are you a great problem solver and passionate about helping others? If so, then we’re looking for someone like you to join our Wealth Management Associate Program that will focus on your professional development while providing you multiple career paths to choose from at a leading global wealth management firm.
The UBS Wealth Advice Center will offer the opportunity to:
The UBS Wealth Advice Center will offer the opportunity to:
- develop professionally through an extensive developmental Wealth Management Associate Program curriculum led by a team of experienced professionals, internal business partners across the bank, and external partnerships
- obtain your SIE, Series 7 and 66 securities licenses
- service and deepen relationships in our existing client base by providing them with exceptional wealth management services and solutions
- develop a successful career in a growing wealth management business with strong earning potential and career advancement
- partner closely with our Financial Advisors and work directly with our clients, preparing you to kick start your career in wealth management while you define your own career trajectory
- support back and front office operational functions that will help you learn how the bank operates and how to effectively serve our clientele
- promptly answer client phone calls, delivering exceptional service and advice
- own all service requests and client outreaches assigned
- collaborate with your team and across the bank to solve client inquiries
- understand and adhere to compliance and operational procedures and requirements to protect our client’s
- follow up and own client requests to ensure a positive client experience
Your team
The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.
The UBS Wealth Advice Center currently serves over 300,000 clients. Our clients are served remotely (phone) by a team of more than 300 professionals including both Financial Advisors and Client Service Associates—who work individually with clients to understand their needs and assist them in achieving their goals.
The UBS Wealth Advice Center currently serves over 300,000 clients. Our clients are served remotely (phone) by a team of more than 300 professionals including both Financial Advisors and Client Service Associates—who work individually with clients to understand their needs and assist them in achieving their goals.
Your expertise
- ideally, you will have your bachelor's degree or equivalent, 2022 + 2023 graduate’s welcome
- experience in finance or customer service (preferred)
- SIE, Series 7, and Series 66 will need to be obtained within 180 days of employment (SIE & Series 66 may be completed prior to start, if desired)
- client-focused
- an excellent listener and have strong communication skills, both verbal and written
- a quick learner and have a growth mindset
- someone who is driven and consistently challenges the status quo
- able to work in a fast-paced environment while being able to think clearly in complex situations
- highly detail oriented and resourceful in leveraging resources to accomplish the task at hand
- proficient with Microsoft Suite Applications, including Outlook, Word & Excel
- someone that works well with a team and able to multi-task while maintaining a high attention to detail
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
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.
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