Relationship Manager Jobs

United States - New York

Business development, Equities, Finance, Sales

Global Wealth Management

273850BR

New York

Full Time

Are you a people person? Do you know how to give superior investment advice that grows client wealth?
We’re looking for a Relationship Manager to:

• Define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Investment Advisor
• Implement a quantitative prospect development plan with measurable actions
• Develop and maintain trustworthy client partnerships with the main focus on strategic advice
• Grow local market network by referrals and by identifying new prospects
• Provide high-quality investment options for clients, working closely with team members and specialists from other areas
• Make sure clients are managed in a manner that contributes to an effective risk culture on the team

You’ll be working in Private Wealth Management in New York City. As a Relationship Manager, you’ll play an important role in the business.

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

CA, CO, WA, and NY based roles: The salary range for this role is $85,000 to $100,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.