UBS

UBS Wealth Advice Center, Relationship Manager

UBS

San Francisco, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you an experienced Relationship Manager looking for an opportunity to make a difference and build meaningful relationships? If so, the UBS Wealth Advice Center could be the perfect fit for you. We are looking for an organized, enthusiastic and driven individual to join our team and help us create an exceptional experience for our clients. This is an exciting opportunity to join a leading financial services firm and make an impact in the lives of our clients.To succeed in this role, you will need to possess a deep understanding of the financial services industry and the financial products and services available to our clients. You must be able to analyze complex financial data to provide tailored advice on investments and portfolio management. You should also be an excellent communicator, able to explain complex financial concepts in a clear and concise manner. You will need to have strong networking skills to build and maintain relationships with key stakeholders in the financial services industry. Finally, you must have the ability to work independently, think outside the box and be proactive in problem-solving.If you are looking for an opportunity to join a dynamic team and make an impact in the lives of our clients, we’d love to hear from you.

Where is this job?
This job is located at San Francisco, CA, USA
Job Qualifications
  • Excellent Customer Service Skills

  • Strong Communication And Interpersonal Skills

  • Knowledge Of Ubs Products And Services

  • Financial Planning Qualifications

  • Experience In Client Relationship Management

  • Ability To Build Trust With Clients

  • Knowledge Of Investment Markets

  • Understanding Of Banking Regulations And Policies

Required Skills
  • Risk Management

  • Financial Planning

  • Communication

  • Market Research

  • Business Development

  • Negotiation

  • Investment Strategy

  • Portfolio Management

  • Regulatory compliance

  • Sales & Marketing

  • Client Relations

  • Asset allocation

  • Advisory

  • Wealth Preservation

  • Client Profiling

Soft Skills
  • Communication

  • Leadership

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

  • Time-Management

  • Critical-thinking

Compensation

According to JobzMall, the average salary range for a UBS Wealth Advice Center, Relationship Manager in San Francisco, CA, USA is between $123,818 and $160,619. This salary range does not include any bonuses or other forms of compensation.

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 PostedFebruary 10th, 2023
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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