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UBS AG is a leading global financial services firm with over 66,000 employees worldwide, serving a diverse client base that includes affluent individuals, corporations, institutions and governments.
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| Associate Manager, Charlotte, NC (AD) |
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UBS is a leading global financial services firm. As part of Global Wealth Management & Business Banking, UBS Financial Services Inc. provides customized finance and investment solutions to its international clientele, ranging from wealthy individuals to institutional investors to multinational corporations. We are one of the world's leading wealth management businesses, the premier Swiss retail bank and one of the top private client businesses in the USA. By combining your talent with our strength, we can achieve great results.
Your job, as an IC Associate Manager, is to:
Assess job performance and provide developmental feedback (PMM Evaluations)
Define appropriate developmental planning for IC staff
Coach and mentor support team members (FAs and CSAs) during monthly scheduled formal and informal sessions
Daily review of open issues within PeopleSoft
Evaluate inbound calls for quality and technical integrity
Work with individual team members of the staff to assist in resolution and/or escalation
Escalate contact for client intervention
Attend meetings with other business groups to improve workflow
Skills and Abilities
Strong ability to identify, manage, escalate and resolve issues
Strong ability to establish business partner relationships across the firm
Ability to manage others
Ability to carry out performance assessments and define others' developmental needs
Positive attitude when responding to the business needs and the desire to learn new skills and knowledge
Flexible work schedule in order to contribute extra hours as the business requires
Strong ability to provide accurate and complete data with the ability to identify technical trends
Skills to establish policies and procedures when using fixes and/or workarounds
Demonstrates the capability to use the knowledge from their job to reach decisions that impact the ability of the group to provide “World Class Service”
Ability to organize thoughts and concepts in order to deliver a clear and concise presentation on basic information relating to their area of responsibility
Must have strong writing and communication skills and ability to interact with all levels of management within the firm
General knowledge of financial concepts related to their business area and the impact of their actions on financial results.
Qualifications
Minimum of 2-3 years of industry experience
Previous management experience is a plus
Series 7, 9, 10, 66 licensed
We can offer a stimulating working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards. This position carries an attractive performance-related compensation and the support of our global experts at all times.
UBS is a client-driven global financial services firm. Our Wealth Management Americas business division offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. UBS is one of the world's leading wealth management businesses, Switzerland’s leading retail and commercial bank, and one of the largest private client businesses in the USA. By combining your talent with our strength, we can achieve great results.
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