United States - Florida, United States - Texas

Product Management and Development

Global Wealth Management

Your role

• be a solution specialist for Tailored Lending.
• partner with Senior Wealth Management Banker and Private Wealth Advisor to increase adoption of banking lending products and solutions with Private Wealth Advisors and Senior Wealth Management Bankers
• establish a reputation of execution and excellence while maintaining confidence of the Private Wealth Advisor, Senior Wealth Management Banker and Firm Management.
• profile HNW client base, identify and analyze business opportunities and build lending product awareness
• responsible for driving growth across Tailored Lending and Private Equity
• develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationship
• interview prospects & clients in joint meetings with Senior Wealth Management Bankers and Private Wealth Advisors.
• pre-screen appropriate transactions and communicate with Senior Wealth Management Bankers and Private Wealth Advisors regarding opportunities
• manage expectations through active communication with Wealth Management Bankers and Private Wealth Advisors

Detailed salary information:
• Miami, Dallas: the salary range for this role is $225000 to $275000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

329769BR

City

Dallas, Miami

Job Type

Full Time

Your team

The UHNW Lending Advisory Team is a banking team consisting of UHNWI Lending Advisors that shall partner with Senior Wealth Management Bankers to drive banking production adoption with Financial Advisors and Private Wealth Advisors with a focus on Tailored Lending.

Your expertise

You have:
• a Bachelor's degree (required); Advanced degree preferred
• ideally 7+ years' experience in in financial services, UHNW lending origination and credit analysis in private or commercial banking
• series 7, 63 (or 66) securities licenses required or to be obtained within 90 days of employment.
• completion of formal credit training strongly preferred
• expert knowledge of credit products securities based loans, high net worth tailored lending products, and private equity.
• experience in understanding the financial needs of all types of clients

Skills/Abilities:
• maintain poise and presence coupled with exceptional interpersonal skills to build relationships with sophisticated high net worth clients and their advisors
• ability to develop and coordinate activities of junior team members
Demonstrate creativity and intelligent solutions in structuring sophisticated client transactions
• balance revenue expectations with risk requirements of firm to ensure client and firm s interests are met
• ability to tactfully and professionally decline transactions while maintain FA and client relationships
• possess excellent oral and written communication skills and presentation skills
• detail orientation with exceptional analytical skills
• ability to multi-task; meet deadlines and manage Financial Advisor and client expectations.
• good collaboration skills in a team-oriented environment
• this position may require approximately 25% travel

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.

Salary information

US Only: The expected salary range for this role is $225000 to $275000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.