Business Development Officer
| Company | UBS |
|---|---|
| Location | Boston, MA, USA, Rochester, NY, USA, Agawam, MA, USA, Pittsburgh, PA, USA, Needham, MA, USA, Buffalo, NY, USA, Portland, ME, USA |
| Salary | $110000 – $157000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- self-motivated and passionate about the client experience, with solid presentation skills
- proactive, critical thinker with a collaborative personality
- strong planner focused on organization and details, with no problem delivering against tight deadlines
- strong understanding of the wealth management business
- Series 7/66 or 7/63/65 required
- operating 5 days/week in a UBS office
- role may require travel to different local branch offices
Responsibilities
- increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution
- develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources
- host daily Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines. Support book segmentation and reviews to bolster client acquisition and retention efforts
- understand and distribute ideas, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities
- prepare sales materials e.g., presentations, campaign content, and product updates and coordinate Advisor/Field Leader meetings, attending as needed
- handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria
Preferred Qualifications
-
No preferred qualifications provided.