Your role
We're looking for a Market Executive to:
• create a vision and business development strategy
• coach branch managers and financial advisors to deliver excellent client service, drive business growth, improve retention and establish a robust local presence
• set financial advisor recruiting goals, lead recruiting activities and oversee the transition of advisors
• monitor and resolve (in collaboration with partners) escalated issues, including financial, reputational, compliance, supervisory, operational and HR governance risks
• partner with the management team to manage day-to-day activities
• manage P&L, and incorporate P&L considerations in business decisions
Your team
You'll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You'll lead the market team, reporting directly to the divisional director. You'll manage a group of branch managers and financial advisors across your market acting as a coach on all aspects of their roles.
Your expertise
• ideally 5 years of experience with a leading financial institution
• proven leadership experience in the industry
• FINRA Registrations: Series 3 (where applicable) Series 7, 66, 8 or 9, and 10
• life and Health Insurance license
• motivated, self-directed and driven
• skilled at creating a positive business culture
• result-oriented and assertive (you don't shy away from challenging situations)
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.
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.
We're looking for a Market Executive to:
• create a vision and business development strategy
• coach branch managers and financial advisors to deliver excellent client service, drive business growth, improve retention and establish a robust local presence
• set financial advisor recruiting goals, lead recruiting activities and oversee the transition of advisors
• monitor and resolve (in collaboration with partners) escalated issues, including financial, reputational, compliance, supervisory, operational and HR governance risks
• partner with the management team to manage day-to-day activities
• manage P&L, and incorporate P&L considerations in business decisions
Your team
You'll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You'll lead the market team, reporting directly to the divisional director. You'll manage a group of branch managers and financial advisors across your market acting as a coach on all aspects of their roles.
Your expertise
• ideally 5 years of experience with a leading financial institution
• proven leadership experience in the industry
• FINRA Registrations: Series 3 (where applicable) Series 7, 66, 8 or 9, and 10
• life and Health Insurance license
• motivated, self-directed and driven
• skilled at creating a positive business culture
• result-oriented and assertive (you don't shy away from challenging situations)
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.
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.