UBS

Financial Advisor Team Manager, UBS Wealth Advice Center

UBS

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

Welcome to the UBS Wealth Advice Center, where we strive to provide exceptional financial advice and services to our clients. We are currently seeking a Financial Advisor Team Manager to join our team and lead a group of talented financial advisors. As a global leader in wealth management, UBS offers a dynamic and collaborative work environment that values diversity, innovation, and client-centric approach. If you have a passion for helping others achieve their financial goals and possess strong leadership skills, we invite you to apply for this exciting opportunity. In this role, you will have the opportunity to mentor and support a team of advisors, drive business growth, and contribute to our mission of empowering clients to make informed financial decisions. To be successful in this role, you should have a proven track record in financial services and possess strong communication, organizational, and analytical skills. Join us and become a part of our team as we continue to provide exceptional financial advice to our clients.

  1. Lead a team of financial advisors by setting clear goals, providing guidance and support, and conducting regular performance evaluations.
  2. Develop and implement strategies to drive business growth, increase client satisfaction, and meet or exceed financial targets.
  3. Mentor and coach advisors on best practices, industry trends, and product knowledge to help them provide exceptional service to clients.
  4. Collaborate with other managers and departments to ensure a cohesive and effective approach to client service and business development.
  5. Monitor team and individual performance metrics, identify areas for improvement, and implement action plans to address any issues.
  6. Conduct regular team meetings and trainings to keep advisors up-to-date on company policies, procedures, and industry regulations.
  7. Foster a positive and collaborative work environment where diversity, innovation, and client-centric approach are valued.
  8. Handle any escalated client issues or complaints in a timely and professional manner.
  9. Stay up-to-date on market trends, economic news, and industry developments to provide informed and relevant financial advice to clients.
  10. Collaborate with senior management to develop and implement company-wide initiatives and strategies.
  11. Represent the company at industry events and conferences to promote the brand and network with potential clients.
  12. Adhere to all company policies, procedures, and regulatory requirements.
  13. Continuously seek opportunities for personal and professional growth and development to improve job performance.
Where is this job?
This job is located at New Jersey, USA
Job Qualifications
  • Strong Leadership Skills: A Financial Advisor Team Manager Should Have The Ability To Lead And Manage A Team Of Financial Advisors, Ensuring They Are Motivated, Productive, And Aligned With The Company's Goals.

  • Extensive Knowledge Of Financial Markets: The Ideal Candidate Should Have A Deep Understanding Of Financial Markets, Including Investment Products, Market Trends, And Regulatory Requirements. This Knowledge Is Crucial In Guiding And Mentoring Financial Advisors To Provide Sound Advice To Clients.

  • Excellent Communication Skills: As A Manager, Effective Communication Is Essential In Building Strong Relationships With Team Members, Clients, And Other Stakeholders. This Includes The Ability To Listen, Provide Feedback, And Communicate Complex Financial Concepts In A Clear And Concise Manner.

  • Proven Track Record In Sales And Client Acquisition: Ubs Is A Leading Global Financial Institution, And The Financial Advisor Team Manager Should Have A Track Record Of Success In Sales And Client Acquisition. This Includes The Ability To Identify And Target Potential Clients, Build Relationships, And Close Deals.

  • Regulatory Compliance: Compliance With Industry Regulations Is Critical In The Financial Services Sector. The Ideal Candidate Should Have A Thorough Understanding Of Compliance Requirements And Ensure That The Team Operates Within The Legal And Ethical Boundaries Of The Industry.

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Strategic Planning

  • Performance Management

  • Communication

  • Coaching

  • Leadership

  • Team Building

  • Investment Strategy

  • Sales management

  • Client Relationship Management

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • 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 approximately $80,000 to $120,000 per year. This may vary depending on the location, experience, and qualifications of the individual. Some professionals in this role may also receive performance-based bonuses and benefits.

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 PostedApril 22nd, 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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