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Equity Relationship Manager
| Details |
Country: USA
Location: NJ Weehawken
Total applied: 37
Job Type: Employee
Job Status: Full Time
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Equity Relationship Manager
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 draw on your experience as a sales professional within the Financial Services industry. You will integrate Wealth Management Research (WMR) themes to deliver a consistent message to Financial Advisors and clients. You will use the Portfolio Review process as a method to manage traditional cash positions. Your position will require you to partner with product counterparts within the Wealth Management Regional Consulting Center model and have familiarity with sales segmentation strategies for the benefit of relationship building and revenue generation. You will also conduct Branch meetings, conference calls, and one-on-ones with Financial Advisors and Branch Managers to develop awareness of markets and the current market environment/outlook.
Basic Qualifications
You are a college graduate and possess the NASD Series 7, Series 63 and 65 or Series 66 licenses. You have an interest in attaining an MBA or an industry designation (CFP, CFA, CIMA). You have a minimum 5 years experience in the Financial Services industry and in-depth knowledge and understanding of equity markets. Additionally, you have solid relationship management skills and strong organization and project coordination skills. You have strong verbal, written communication and presentation skills. You have the ability to work autonomously and within a team structure as well as set priorities and manage deadlines. You also have the ability to multi-task and work in a fast paced environment.
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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