UBS

UBS Wealth Advice Center, Relationship Manager

UBS

Los Angeles, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At UBS, we are looking for a talented, enthusiastic Relationship Manager to join our Wealth Advice Center. The ideal candidate will have an entrepreneurial spirit and excellent communication skills, giving them the ability to build meaningful relationships with clients. As a Relationship Manager at UBS, you will be responsible for providing reliable and trusted support to our clients. You will be a direct point of contact for our clients and will be responsible for understanding their financial goals and delivering personalized advice that meets their needs. At UBS, we believe that a successful Relationship Manager has a deep understanding of the financial markets and a passion for helping clients reach their goals. To be successful in this role, you will need to have a bachelor's degree in finance, accounting, or a related field. In addition, you should have experience in customer service and a strong knowledge of financial products and services. Ideally, you should have experience in private banking and wealth management, with a proven track record of meeting clients' needs. If you have the qualifications and the drive to help our clients succeed, we would love to hear from you.

Where is this job?
This job is located at Los Angeles, CA, USA
Job Qualifications
  • Proficiency In Microsoft Office Suite

  • Excellent Customer Service Skills

  • Knowledge Of Financial Products And Services

  • Strong Interpersonal Skills

  • Proven Ability To Build Relationships

  • Ability To Identify Potential Clients

  • Experience In Financial Sales

  • Advanced Degree In Finance Or Related Field

Required Skills
  • Risk Management

  • Financial Analysis

  • Research

  • Financial Planning

  • Networking

  • Communication

  • Sales

  • Product knowledge

  • Problem Solving

  • Negotiation

  • Portfolio Management

  • Regulatory compliance

  • Analytical

  • Relationship-Building

  • Client-Facing

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Analytical Thinking

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a UBS Wealth Advice Center, Relationship Manager in Los Angeles, CA, USA is $103,500 - $185,500 per year. This range includes base salary, bonus, and other compensation.

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 BeforeMay 22nd, 2025
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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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