
Financial Advisor Team Manager, UBS Wealth Advice Center
Are you a seasoned financial advisor looking for an exciting new opportunity to lead and develop a team? Look no further! UBS Wealth Advice Center is seeking a dynamic and experienced Financial Advisor Team Manager to join our team. In this role, you will oversee and mentor a team of financial advisors, providing guidance and support to help them achieve their goals and deliver exceptional client service. As a leader in the financial industry, UBS offers a competitive salary and benefits package, as well as opportunities for growth and advancement. If you have a passion for coaching and developing others, and a strong background in financial advising, we want to hear from you!
- Oversee and manage a team of financial advisors, providing guidance and support to help them achieve their goals and deliver exceptional client service.
- Mentor and coach team members, providing ongoing training and development to enhance their skills and knowledge.
- Set performance goals and targets for the team, and provide regular feedback and evaluations to ensure they are meeting expectations.
- Lead by example, demonstrating strong financial expertise and showcasing best practices in client servicing and relationship management.
- Stay updated on industry trends and changes, and share knowledge and insights with team members to help them stay informed and competitive.
- Collaborate with other teams and departments within the organization to identify and capitalize on cross-selling opportunities and drive business growth.
- Manage the team's budget and resources effectively, ensuring efficient use of company resources and adherence to financial regulations and policies.
- Foster a positive and collaborative team culture, promoting open communication, teamwork, and a strong work ethic.
- Represent the company at industry events and conferences, building and maintaining relationships with clients and industry professionals.
- Continuously analyze and improve processes and procedures to enhance the team's performance and efficiency.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients And Team Members.
Bachelor's Degree In Finance, Business Administration, Or Related Field.
Minimum Of 5 Years Of Experience In Financial Advising Or Wealth Management.
Proven Track Record Of Successful Team Management And Leadership Skills.
Strong Knowledge Of Investment Products, Financial Markets, And Regulatory Requirements.
Financial Analysis
Strategic Planning
Performance Management
Communication
Time Management
Team Management
Leadership
Compliance Knowledge
Training and Development
Client Relationship Management
Problem-Solving
Sales Coaching
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Financial Advisor Team Manager, UBS Wealth Advice Center in New Jersey, USA is $111,000 - $150,000 per year. However, salaries can vary depending on factors such as experience, location, and individual performance.
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UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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