Are you a passionate and experienced lending professional seeking a new opportunity to work with high net worth individuals? Look no further. UBS is seeking a dynamic and driven UHNW Lending Specialist to join our team and provide exceptional lending solutions to our elite clientele. In this role, you will have the opportunity to work with some of the world's most successful and influential individuals, helping them achieve their financial goals through customized lending strategies. If you are a self-motivated and detail-oriented individual with a strong understanding of the lending industry, we invite you to apply for this exciting position.
- Provide exceptional lending solutions to high net worth individuals.
- Develop and maintain relationships with UHNW clients.
- Understand and analyze clients' financial goals and develop customized lending strategies.
- Educate clients on various lending options and guide them through the decision-making process.
- Collaborate with internal teams to ensure seamless execution of lending solutions.
- Stay up-to-date with industry trends and regulations to provide accurate and relevant advice to clients.
- Maintain a high level of professionalism and confidentiality when dealing with sensitive financial information.
- Meet or exceed sales and revenue targets set by the company.
- Act as a brand ambassador for UBS and uphold the company's values and standards.
- Continuously strive to improve processes and procedures to enhance the client experience.
- Provide timely and accurate reports and updates to management.
- Attend industry events and network with potential clients to expand the UBS lending portfolio.
- Act as a mentor and resource for other team members, sharing knowledge and expertise.
- Ensure all lending activities are in compliance with company policies and regulations.
- Maintain accurate records of all client interactions and transactions.
Bachelor's Degree In Finance, Economics, Or A Related Field
Minimum Of 5 Years Experience In Lending And Credit Analysis, Preferably With High Net Worth Individuals
In-Depth Knowledge Of Uhnw Clients' Financial Needs, Including Complex Lending Structures And Alternative Financing Options
Strong Understanding Of Ubs Products And Services, As Well As Industry Regulations And Compliance Standards
Excellent Communication And Relationship-Building Skills, With The Ability To Effectively Collaborate With Internal Teams And External Partners To Deliver Tailored Lending Solutions For Uhnw Clients.
Financial Analysis
Market Research
Negotiation
Relationship Management
Portfolio Management
Loan structuring
Risk assessment
Due Diligence
wealth management
Credit Evaluation
Collateral Evaluation
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a UHNW Lending Specialist in San Francisco, CA, USA is $148,000-$200,000 per year. However, this can vary depending on the specific company, years of experience, and other factors.
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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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