Are you a great communicator? Do you know how to take care of people? We’re looking for someone like that who can provide advice and counsel to your clients.
You’ll:
– collaborate with your team to deliver advice to existing clients
– 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