Job Description

UHNW Plus and GFIW Americas Relationship Manager United States - California Client advisory / Relationship management Global Wealth Management Job Reference #: 315043BR City: California Job Type: Full Time Your role Are you an experienced client-facing relationship manager? Do you enjoy navigating complex, large organizations to deliver a seamless product client experience? In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. We are looking for someone who can: Serve as an orchestrator and leader of a dedicated group of subject matter experts, closely coordinated with Financial Advisors and in alignment with senior UBS managers. Be an overall connector within the firm, responsible for the holistic client experience as well as executing clients’ cross-divisional business needs. Act as a relationship manager for our largest clients, closely coordinated with the client’s Financial Advisor, with multiple touchpoints across all of UBS Group. Identify potential UHNW clients and help drive the client acquisition and/or engagement process. Take overall responsibility for meeting financial targets from clients under your coverage, by delivering to their requirements. Understand client needs and coordinate cross-divisional coverage to ensure clients are properly covered by a team comprised of relevant specialists. Direct inbound client requests as well as manage larger financial transactions, in compliance with Wealth Management, Investment Bank, Asset Management, barrier crossing and cross border policies. Act as an ambassador for collaboration with UHNW colleagues as well as partners from other UBS divisions. Ensure compliance guidelines are strictly adhered to when interacting with clients and prospects. Detailed salary information : San Francisco: the salary range for this role is $207500 to $282500. The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. You will be working in the US UHNW Plus and GFIW Americas team, which are cross-divisional client service offerings. You will be an employee of Wealth Management and will deliver solutions to our wealthiest clients, including institutional family office clients. The team is responsible for prospecting, building long-standing, cross-divisional relationships and delivering products, services and thought leadership to the largest clients domiciled in the Americas, in close coordination with Financial Advisors. Your expertise Extensive network of relationships with UHNW clients, including institutional family offices. Demonstrated expertise covering UHNW clients in the investment or advisory space. Meaningful knowledge of products and capabilities across Wealth Management, the Investment Bank and Asset Management. Excellent interpersonal skills and strong communication skills. Able to work collaboratively with a variety of client-specific coverage teams. Proven track record working with sophisticated clients and complex investments. Expert in related compliance, regulation, policies and guidelines. About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. Salary information US Only: The expected salary range for this role is $207500 to $282500 based on factors including, but not limited to, experience, qualifications, education, location and skill level. At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. #J-18808-Ljbffr UBS Financial Services

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