Equity Sales Liaison

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 is to become a sales professional with mid-level experience for marketing and communicating the UBS Wealth Management equity research call to Financial Advisors (FA). Your performance objectives include: daily sales and revenue reporting, electronic communication alerts to Field Representatives (including Financial Advisors (FA), Branch Managers (BOM), and Divisional Management) of pertinent market events, implementation of proper technology to improve Financial Advisors/Client Experience, integration and understanding of Wealth Management Research (WMR) themes to deliver message to Financial Advisors, use of Portfolio Review process as method to manage traditional cash positions, and familiarity with sales segmentation strategies for the benefit of relationship-building and revenue generation.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 knowledge and an understanding of equity markets. You have strong organization, project coordination, and presentation skills. You multi-task and have strong communication (both verbal and written) skills. You are able to work autonomously and within a team structure in a fast paced environment. You have a Bachelor’s Degree and a Series 7, Series 63 and 65 or Series 66 license. You are interested in attaining an MBA or industry designation (CFP, CFA, CIMA).