Assistant Market Executive

UBS Group AG

San Antonio, TX

JOB DETAILS
SKILLS
Asset Management, Business Development, Business Strategy, Coaching, Financial Planning, High Net Worth, Investment Services, Leadership, Onboarding, Problem Solving Skills, Project Tracking, Revenue Growth, Sales, Series 7, Service Delivery, Strategic Planning, Wealth Management
LOCATION
San Antonio, TX
POSTED
30+ days ago

Do you have a proven ability to create a business development strategy? Are you an expert when it comes to implementing sales growth plans?

Were looking for an Assistant Market Head to:

• act as a deputy to the Market Head in the daily management of the Market • develop a structured coaching program for financial advisors, helping them identify and achieve their growth needs • run regular sales meetings, assist with implementing growth initiatives, evaluate progress and create action plans to address underperformance • when appropriate, manage and resolve all escalated issues, including financial, reputational, compliance, supervisory, operational and HR governance risks • assist with selecting, hiring and on-boarding of financial advisors and oversee conversion of those transitioning • serve as financial advisor to personal clients while managing market responsibilities

Ideally: • 5+ years of experience in a similar role within a leading financial institution • proven leadership experience • Series 7, 66, and 9/10 • motivated, self-directed and driven • skilled at creating a positive business culture

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. Thats why we place collaboration at the heart of everything we do. Because together, were more than ourselves. Want to find out more? Visit ubs.com/careers.

Youll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

About the Company

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UBS Group AG