UBS

Financial Advisor Team Manager, UBS Wealth Advice Center

UBS

New Jersey, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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!

  1. Oversee and manage a team of financial advisors, providing guidance and support to help them achieve their goals and deliver exceptional client service.
  2. Mentor and coach team members, providing ongoing training and development to enhance their skills and knowledge.
  3. Set performance goals and targets for the team, and provide regular feedback and evaluations to ensure they are meeting expectations.
  4. Lead by example, demonstrating strong financial expertise and showcasing best practices in client servicing and relationship management.
  5. Stay updated on industry trends and changes, and share knowledge and insights with team members to help them stay informed and competitive.
  6. Collaborate with other teams and departments within the organization to identify and capitalize on cross-selling opportunities and drive business growth.
  7. Manage the team's budget and resources effectively, ensuring efficient use of company resources and adherence to financial regulations and policies.
  8. Foster a positive and collaborative team culture, promoting open communication, teamwork, and a strong work ethic.
  9. Represent the company at industry events and conferences, building and maintaining relationships with clients and industry professionals.
  10. Continuously analyze and improve processes and procedures to enhance the team's performance and efficiency.
Where is this job?
This job is located at New Jersey, USA
Job Qualifications
  • 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.

Required Skills
  • Financial Analysis

  • Strategic Planning

  • Performance Management

  • Communication

  • Time Management

  • Team Management

  • Leadership

  • Compliance Knowledge

  • Training and Development

  • Client Relationship Management

  • Problem-Solving

  • Sales Coaching

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Active Listening

  • Adaptability

  • Problem-Solving

Compensation

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.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 13th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
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About UBS

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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