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Lead Associate - Private Wealth Management
| Details |
Country: USA
Location: NJ Weehawken
Total applied: 8
Job Type: Employee
Job Status: Full Time
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Lead Associate - Private Wealth Management
UBS is a leading global financial services firm. Global Wealth Management & Business Banking offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. We are the world's leading wealth management business, Switzerland's leading retail and commercial bank, and one of the biggest private client businesses in the USA. By combining your talent with our strength, we can achieve great results.
Your job will be to provide high-level, one-stop-shop services to a segmented population (Private Wealth Management Accredited FAs) for all inquires including, driving assets, operations, products, compliance, etc. Current expectations for your position include supporting Branch Management teams and Private Wealth Management Accredited FA teams, which include the handling of complex and exception issues/requests. Your job responsibilities will also include partnering with all levels across the organization to work on the resolution of cases from start to finish, taking ownership and being resourceful in getting issues resolved, and providing quick response and resolution of issues.
Basic Qualifications
You are a professional with 5+ years of industry experience. You have extensive knowledge of the Brokerage Industry, specifically UBS. You have knowledge of products and/or UBS processes. You are technically proficient and have excellent verbal and written communication skills.
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth.
If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.
UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
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