Equity Relationship Manager

UBS is a leading global financial services firm. Global Wealth Management & Business Banking offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. We are the world's leading wealth management business, Switzerland’s leading retail and commercial bank, and one of the biggest private client businesses in the USA. By combining your talent with our strength, we can achieve great results.Your job as an experienced sales professional within the Financial Services industry is to integrate Wealth Management Research (WMR) themes to deliver a consistent message to Financial Advisors (FA) and clients. You use the Portfolio Review process as a method to manage traditional cash positions. You partner with product counterparts within the WMR Consulting Center model. You gain familiarity with sales segmentation strategies for the benefit of relationship-building and revenue generation. You conduct Branch meetings, conference calls, and one-on-ones with Financial Advisors and Branch Managers to develop awareness of markets and the current market environment/outlook.We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth.If you are attracted to joining an organization where every individual’s contribution counts and where your talent will impact on our future, please apply for this position. It starts with you. Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
REQUIREMENTS
Basic Qualifications:You are a professional with in-depth knowledge and understanding of equity markets. You have solid relationship management skills. You have strong organizational and project coordination skills. You have strong verbal, written communication and presentation skills. You are able to work autonomously and within a team structure. You are able to set priories and manage deadlines. You are able to multi-task and work in a fast-paced environment. You possess a Bachelor’s Degree along with a Series 7, Series 63, and the Series 65 or 66 licenses. You are interested in attaining an MBA or industry designation (CFP, CFA, CIMA). You have a minimum of 5 years experience in the Financial Services industry.