Relationship Manager
UBSUnited States - District of Columbia, United States - Maryland, United States - VirginiaUpdate time: August 16,2019
Job Description
Are you a people person? Do you know how to give superior investment advice that grows client wealth?
Our new Relationship Manager will play a significant role in our client's Private Wealth Management needs. This outstanding candidate will be a member of our Relationship Management Group – focused on delivering the resources of UBS to our clients. We’re looking for a Relationship Manager to:
• develop and maintain trustworthy client partnerships with the main focus on strategic advice
• implement a quantitative prospect development plan with measurable actions
• define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Investment Advisor
• provide high-quality investment options for clients, working closely with team members and specialists from other areas
• grow local market network by referrals and by identifying new prospects
• make sure clients are managed in a manner that contributes to an effective risk culture on the team
Our new Relationship Manager will play a significant role in our client's Private Wealth Management needs. This outstanding candidate will be a member of our Relationship Management Group – focused on delivering the resources of UBS to our clients. We’re looking for a Relationship Manager to:
• develop and maintain trustworthy client partnerships with the main focus on strategic advice
• implement a quantitative prospect development plan with measurable actions
• define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Investment Advisor
• provide high-quality investment options for clients, working closely with team members and specialists from other areas
• grow local market network by referrals and by identifying new prospects
• make sure clients are managed in a manner that contributes to an effective risk culture on the team
Get email alerts for the latest"Relationship Manager jobs in United States - District of Columbia, United States - Maryland, United States - Virginia"
