Senior Wealth Management Banker
UBS · United States
Are you a self-starter and good problem solver? Are you an experienced, confident relationship builder who likes to work in a fast-paced environment? Do you have experience working with financial advisors and wealth management clients on banking solutions to meet their needs?We're looking for a Senior Wealth Management Banker to:
• build and maintain trustworthy relationships with Financial Advisors, key branch personnel and clients
• promote banking and lending capabilities through branch education, consultation with advisors and guidance to clients
• partner with other field sales and marketing groups to provide expert content to the branch network and internal sales partners
• review and analyze origination pipelines, especially mortgage pipelines, of assigned branches and identify ways to improve processes
• define territory management strategy, tracking and reporting on business results, and sharing outcomes