UBS

Wealth Management Associate Team Lead

UBS

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

At UBS, we value the expertise and passion of our Wealth Management Associates and strive to provide them with an enriching and rewarding career. We are seeking a highly motivated and experienced Wealth Management Associate Team Lead to join our team. The successful candidate will be a key contributor to our success, providing leadership and guidance to a team of Associates and ensuring that our clients receive the highest level of service.The ideal candidate for this position will possess a combination of strong leadership and communication skills, as well as a financial services background. They will be a highly organized, results-driven individual who can think strategically and build relationships with team members and clients. The successful candidate must also have a Bachelor's degree in Finance, Business, Accounting, or a related field. We are excited to find the ideal candidate who will be an asset to our team and contribute to the success of our business.

Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Proficiency In Microsoft Office Suite

  • Strong Leadership Skills

  • Excellent Organizational And Communication Skills

  • Working Knowledge Of Financial Procedures And Products

  • Proven Experience In The Wealth Management Field

  • Ability To Analyze And Interpret Financial Data

  • Experience In Developing And Implementing Process Improvements

  • Bachelor's Degree In Finance Or A Related Field

Required Skills
  • Project Management

  • Financial Planning

  • Communication

  • Management

  • Negotiation

  • Leadership

  • Compliance

  • Risk assessment

  • Analysis

  • Client Relations

  • Problem-Solving

  • wealth management

  • Tax Planning

  • Advisory

  • Investment Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • self-motivation

  • Creative Thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Associate Team Lead in Charlotte, NC, USA is $41,000 to $80,000 per year. This range can vary depending on experience, qualifications, and the size of the company.

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 BeforeJune 21st, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started