UHNW Plus and GFIW Americas Relationship Manager
| Company | UBS |
|---|---|
| Location | San Francisco, CA, USA, Los Angeles, CA, USA |
| Salary | $225000 – $275000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- extensive network of relationships with UHNW clients, including institutional family offices
- demonstrated expertise covering UHNW clients in the investment or advisory space
- meaningful knowledge of products and capabilities across Wealth Management, the Investment Bank and Asset Management
- excellent interpersonal skills and strong communication skills
- able to work collaboratively with a variety of client-specific coverage teams
- proven track record working with sophisticated clients and complex investments
- expert in related compliance, regulation, policies and guidelines
Responsibilities
- serve as an orchestrator and leader of a dedicated group of subject matter experts, closely coordinated with Financial Advisors and in alignment with senior UBS managers
- be an overall connector within the firm, responsible for the holistic client experience as well as executing clients’ cross-divisional business needs
- act as a relationship manager for our largest clients, closely coordinated with the client’s Financial Advisor, with multiple touchpoints across all of UBS Group
- identify potential UHNW clients and help drive the client acquisition and/or engagement process
- take overall responsibility for meeting financial targets from clients under your coverage, by delivering to their requirements
- understand client needs and coordinate cross-divisional coverage to ensure clients are properly covered by a team comprised of relevant specialists
- direct inbound client requests as well as manage larger financial transactions, in compliance with Wealth Management, Investment Bank, Asset Management, barrier crossing and cross border policies
- act as an ambassador for collaboration with UHNW colleagues as well as partners from other UBS divisions
- ensure compliance guidelines are strictly adhered to when interacting with clients and prospects
Preferred Qualifications
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No preferred qualifications provided.