Global Wealth Management

UBS Group AG
  • Los Angeles, CA
    24 days ago

    Job Description

    Your role Do you have a proven ability to create a business development strategy? Are you an expert when it comes to implementing sales growth plans? We're looking for an Associate Market Executive to:

    • act as a deputy to the Market Head in the daily management of the Market
    • develop a structured coaching program for financial advisors, helping them identify and achieve their growth needs
    • run regular sales meetings, assist with implementing growth initiatives, evaluate progress and create action plans to address underperformance
    • when appropriate, manage and resolve all escalated issues, including financial, reputational, compliance, supervisory, operational and HR governance risks
    • assist with selecting, hiring and on-boarding of financial advisors and oversee conversion of those transitioning
    • serve as financial advisor to personal clients while managing market responsibilities

    Join us At UBS, we know that it''s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

    Your expertise

    • ideally 5-10 years of experience within the wealth management industry
    • proven leadership experience
    • series 7, 66, and 9/10
    • motivated, self-directed and driven
    • skilled at creating a positive business culture (you have the human touch)

    About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers .

    Numbers & Facts

    LocationLos Angeles, CA

    Skills

    • Artificial Intelligence (AI)unmatched
    • Asset Managementunmatched
    • Business Developmentunmatched
    • Business Strategyunmatched
    • Coachingunmatched
    • Financial Planningunmatched
    • Investment Servicesunmatched
    • Leadershipunmatched
    • Onboardingunmatched
    • Problem Solving Skillsunmatched
    • Project Trackingunmatched
    • Revenue Growthunmatched
    • Salesunmatched
    • Series 7unmatched
    • Strategic Planningunmatched
    • Wealth Managementunmatched

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