UBS

Relationship Manager - Employee Branch, UBS Wealth Advice Center

UBS

North Carolina, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to the UBS Wealth Advice Center! We are currently seeking a highly motivated and experienced Relationship Manager to join our team as an Employee Branch Manager. As a key member of our Employee Branch, you will have the opportunity to build and maintain strong relationships with our valued clients, providing them with personalized financial advice and solutions. To excel in this role, you must possess a strong understanding of financial markets, excellent communication skills, and a passion for helping clients achieve their financial goals. If you are looking for a dynamic and rewarding career in the financial industry, we invite you to apply for this exciting opportunity at UBS.

  1. Build and maintain strong relationships with clients in the Employee Branch, providing personalized financial advice and solutions.
  2. Utilize a deep understanding of financial markets to provide clients with informed and strategic recommendations.
  3. Act as a key member of the Employee Branch team, collaborating with colleagues and contributing to the overall success of the branch.
  4. Serve as a trusted advisor to clients, demonstrating a thorough understanding of their financial goals and crafting tailored solutions to meet their specific needs.
  5. Utilize excellent communication skills to effectively communicate complex financial concepts to clients in a clear and understandable manner.
  6. Stay up-to-date on industry trends and market developments to continuously enhance knowledge and expertise.
  7. Proactively identify opportunities to deepen client relationships and generate new business.
  8. Ensure compliance with all regulatory requirements and company policies.
  9. Act as a role model and mentor to junior team members, providing guidance and support to help them excel in their roles.
  10. Contribute to a positive and collaborative team culture within the Employee Branch and the wider organization.
Where is this job?
This job is located at North Carolina, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or Related Field.

  • Strong Understanding Of Investment Products, Financial Planning, And Market Trends.

  • Minimum Of 3-5 Years Of Experience In Wealth Management Or Financial Services.

  • Proven Track Record Of Building And Maintaining Strong Relationships With Clients.

  • Excellent Communication And Interpersonal Skills, With The Ability To Effectively Communicate Complex Financial Concepts To Clients.

Required Skills
  • Risk Management

  • Financial Planning

  • Networking

  • Time Management

  • Marketing

  • Conflict Resolution

  • customer service

  • Relationship Building

  • Teamwork

  • Sales skills

  • Client communication

  • Investment Analysis

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Relationship Manager - Employee Branch, UBS Wealth Advice Center in North Carolina, USA is between $60,000 and $80,000 per year. This salary range may vary depending on factors such as experience, location, and performance. Additionally, bonuses and commissions may also be included in the 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
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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