UBS

UBS Wealth Advice Center, Annuity Relationship Manager

UBS

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We’re looking for a motivated and experienced Annuity Relationship Manager to join UBS Wealth Advice Center. Our ideal candidate will have a passion for helping clients achieve their long-term financial goals, as well as an understanding of annuities and the products offered by UBS. The successful candidate will be an effective communicator with excellent interpersonal skills and a customer service focus. You will have a proven track record of delivering excellent customer service, and have the ability to build strong relationships with clients. You will also be well-versed in annuity products and be able to provide advice on the best strategies and products for each client. If you have the desired qualifications and are ready to make a meaningful contribution to the UBS Wealth Advice Center, we would like to hear from you.

Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Bachelor's Degree In Finance

  • Economics

  • Or Similar

  • At Least Years Of Experience In The Annuity Sales And Service Industry

  • Strong Customer-Service Skills

  • Proficiency In Microsoft Office Suite And Other Relevant Software

  • Knowledge Of Annuities

  • Investments

  • And Financial Planning Strategies

  • Ability To Manage Multiple Customer Relationships

  • Excellent Written And Verbal Communication Skills

  • Series And Series

Required Skills
  • Risk Management

  • Financial Planning

  • Networking

  • Communication

  • Sales

  • Product knowledge

  • Problem Solving

  • Negotiation

  • customer service

  • Presentation

  • Relationship Building

  • Compliance

  • Portfolio Management

  • Client Relations

  • Annuity Management

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a UBS Wealth Advice Center, Annuity Relationship Manager in Charlotte, NC, USA is between $73,974 and $91,701. This range includes base salary plus bonus pay. The average total compensation for this position is $82,837.

This salary range reflects the job description of a Annuity Relationship Manager at UBS Wealth Advice Center which includes managing annuity service and sales, providing advice to customers, and monitoring customer accounts. The position also requires knowledge and understanding of the annuity market and regulations, and the ability to develop relationships with customers.

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 PostedFebruary 10th, 2023
Apply BeforeJuly 8th, 2026
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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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