
UBS Wealth Advice Center, Annuity Relationship Manager
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.
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
Risk Management
Financial Planning
Networking
Communication
Sales
Product knowledge
Problem Solving
Negotiation
customer service
Presentation
Relationship Building
Compliance
Portfolio Management
Client Relations
Annuity Management
Communication
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
Organization
Critical thinking
Teamwork
Adaptability
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.
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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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