You will:
- Develop a fluency in all Advisory products/platforms and products offered at UBS. Be able to effectively articulate our overall UBS Advisory value proposition
- Develop and present advisory sales content via conference calls and in person sales meetings
- Spend 3-4 days per week in branches presenting at sales meetings and holding one-on-one consultations with FA's addressing advisory education, practice management and product implementation
- Provide general guidance and analysis around the investment consulting process (client profiling, asset allocation/portfolio construction, implementation, and client review) and to effectively integrate the Advisory product offering
- Advise FAs on practice management – how to effectively run an advisory business and navigate platform migration/logistics.
- Build rapport with FAs in your assigned coverage region and proactively address needs by providing meaningful insights and suggestions on a FAs book of business or client relationships
- Integrate knowledge of products and services from other business groups to identify cross selling opportunities