UBS

Vice President, Financial Advisor

UBS

Florida, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to UBS, a global leader in wealth management, investment banking, and asset management. We believe in creating a positive impact for our clients, employees, and communities. We are currently seeking a highly experienced and motivated individual to join our team as the Vice President, Financial Advisor. In this role, you will have the opportunity to work with high net worth clients and provide them with personalized financial advice and solutions. To succeed in this role, you must possess a strong understanding of financial markets and products, excellent communication and relationship-building skills, and a passion for delivering exceptional client service. If you are ready to take on a challenging and rewarding role, we invite you to apply for this position and be a part of our dynamic and diverse team at UBS.

  1. Provide personalized financial advice and solutions to high net worth clients.
  2. Develop and maintain strong relationships with clients to understand their financial goals and needs.
  3. Conduct thorough financial analysis and create customized investment portfolios for clients.
  4. Stay updated on market trends and products to effectively advise clients on investment opportunities.
  5. Collaborate with other team members to deliver comprehensive financial solutions for clients.
  6. Utilize effective communication skills to clearly explain complex financial concepts to clients.
  7. Proactively identify and address potential risks and issues for clients.
  8. Adhere to all regulatory and compliance standards in all client interactions.
  9. Strive to continuously improve and enhance the client experience.
  10. Act as a brand ambassador for UBS, upholding the company's values and promoting its positive impact.
  11. Mentor and train junior team members to ensure their growth and development.
  12. Contribute to business development efforts by networking and building relationships with potential clients.
  13. Maintain accurate and up-to-date client records and reports.
  14. Collaborate with internal teams to ensure smooth and efficient operations.
  15. Continuously seek opportunities for personal and professional growth and development within the company.
Where is this job?
This job is located at Florida, USA
Job Qualifications
  • Proven Track Record Of Successfully Managing And Growing Client Portfolios.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.

  • Bachelor's Degree In Finance, Economics, Business Administration, Or A Related Field.

  • Strong Knowledge Of Investment Products, Financial Markets, And Industry Regulations.

  • Minimum Of 10 Years Experience In Financial Advising And Portfolio Management.

Required Skills
  • Financial Planning

  • Business Development

  • Investment Strategy

  • Portfolio Management

  • Team Leadership

  • Risk assessment

  • Market analysis

  • Client Relations

  • wealth management

  • Asset allocation

  • Retirement planning

  • Wealth Preservation

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Vice President, Financial Advisor in Florida, USA is between $120,000 - $250,000 per year. However, this can vary depending on factors such as the size and location of the company, the individual's experience and qualifications, and the specific responsibilities and duties of the 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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