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 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