UBS

Financial Advisor Team Manager, UBS Wealth Advice Center

UBS
California, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to UBS Wealth Advice Center, where we strive to provide our clients with the highest level of financial guidance and support. We are currently seeking a dynamic and experienced Financial Advisor Team Manager to lead our team of Wealth Advisors. As the Manager, you will play a vital role in helping our clients achieve their financial goals while also fostering a collaborative and growth-oriented work environment for our team. This role requires a strong leader with a deep understanding of financial planning and a passion for helping others succeed. If you have a proven track record of success as a Financial Advisor and are ready to take on a leadership role, we want to hear from you.

  1. Lead and manage a team of Wealth Advisors towards achieving individual and team financial goals.
  2. Develop and implement strategies to drive business growth and increase client satisfaction.
  3. Provide coaching and mentorship to team members to improve their financial planning skills and performance.
  4. Conduct regular performance evaluations and provide feedback to team members.
  5. Collaborate with other departments and senior management to ensure alignment with company goals and objectives.
  6. Continuously monitor market trends and provide expert financial advice to clients.
  7. Identify and cultivate new business opportunities through networking and client referrals.
  8. Ensure compliance with all regulatory and legal requirements.
  9. Foster a positive and supportive work environment that promotes teamwork and personal growth.
  10. Represent the company at industry events and conferences to enhance brand reputation and attract new clients.
  11. Stay updated with industry developments and provide training and development opportunities to team members.
  12. Oversee the preparation and delivery of client presentations and reports.
  13. Maintain strong relationships with existing clients and ensure their satisfaction with our services.
  14. Manage team budget and resources effectively to maximize productivity and profitability.
  15. Continuously evaluate and improve processes and procedures to enhance efficiency and effectiveness.
Where is this job?
This job is located at California, USA
Job Qualifications

  • Extensive Experience In The Financial Industry: The Ideal Candidate For A Financial Advisor Team Manager Position At Ubs Should Have A Strong Background In The Financial Industry, Specifically In Wealth Management And Investment Advising. This Could Include Previous Experience As A Financial Advisor, Portfolio Manager, Or Similar Roles.

  • Leadership And Management Skills: As A Team Manager, This Individual Will Be Responsible For Overseeing A Team Of Financial Advisors, Providing Guidance And Support, And Ensuring The Team Meets Performance Targets. Therefore, Strong Leadership And Management Skills Are Essential Qualifications For This Role.

  • Excellent Communication And Interpersonal Skills: A Financial Advisor Team Manager Must Be Able To Effectively Communicate With Clients, Team Members, And Other Stakeholders. This Includes The Ability To Build Relationships, Resolve Conflicts, And Give Clear And Concise Instructions.

  • In-Depth Knowledge Of Financial Products And Services: Ubs Offers A Wide Range Of Financial Products And Services, And The Ideal Candidate For This Role Should Have A Deep Understanding Of These Offerings. This Includes A Strong Knowledge Of Investment Strategies, Retirement Planning, And Other Key Financial Planning Concepts.

  • Proven Track Record Of Success: Ubs Is A Top Global Wealth Management Firm, And They Are Looking For A Financial Advisor Team Manager Who Has A Proven Track Record Of Success In The Industry. This Could Include A History Of Meeting Or Exceeding Sales Targets, Building Strong Client Relationships, And Achieving High Levels Of Client Satisfaction.

Required Skills

  • Budgeting

  • Risk Management

  • Financial Analysis

  • Strategic Planning

  • Performance Management

  • Communication

  • Coaching

  • Leadership

  • Relationship Management

  • Client Service

  • Team Building

  • Sales management

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor Team Manager, UBS Wealth Advice Center in California, USA is $130,000-$150,000 per year. However, this can vary depending on factors such as experience, location, and performance. Additionally, bonuses and commission may also be included in the overall compensation package for this role.

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
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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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