UBS Financial Services Divisional Managed Account Consultant in Chicago, Illinois
We are looking for Divisional Managed Account Consultant's (DMAC's). This role is responsible for accelerating the growth of UBS's Advisory business.
Deliver fiduciary and investment insights through advisory conversations with Advisors and clients.
Demonstrate mastery of the UBS Advisory Platform.
Responsibility for developing Advisory (new and conversion) business in your division.
Responsibility for driving overall advisory results in geography.
Working in concert with the Advisory Consulting team, mentor and ensure internal sales associate activities are aligned with divisions plan.
Maintain information in contact management system to monitor activity around sales, FA and client contact, platform updates.
Mentor and coach WPA's in markets on the advisory platform.
Collaborate as a true consultant speaking for all areas of the firm.
This is to be measured in terms of net new assets, and revenue growth from advisory business.
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
Disclaimer / Policy Statements:
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
DMAC’s will be aligned to Advisory Sales and the Advisory Consulting Desk.
Your experience and skills:
Bachelor's degree required (CFA, CIMA, CFP a plus)
10 years of relevant experience in asset management or wealth management
Experience working with field leadership teams and financial advisors
Strong financial services background with knowledge of investment trends and advisor practices
Passionate about the client experience, with strong interpersonal skills
Leadership and communication is critical, as is a demonstrated ability to establish and maintain productive working relationships with key internal and external partners.
Exceptional verbal and written communication skills
Licenses: Series 7, 63, 65
Full-time travel is required
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Job Reference #: 170782BR
Business Divisions: Wealth Management Americas
Title: Divisional Managed Account Consultant
Job Type: Full Time
Country / State: United States - Illinois
Function Category: Product Management and Development