What are the responsibilities and job description for the Wealth Management Banker position at UBS?
Job Reference #
323409BR
Job Type
Full Time
Your role
Are you passionate about driving business growth through strategic sales and relationship-building? Do you excel at identifying opportunities and delivering solutions that meet client needs in a collaborative environment? Do you thrive in a collaborative environment, solving problems and delivering solutions? We’re looking for someone who can build and maintain trustworthy relationships with Financial Advisor teams, Wealth Management branch personnel, and Banking and Lending partners. This role combines expertise in Deposits and Cash Management Solutions with Banking and Lending services, acting as a key connector between bankers, advisors, clients, and product teams.
Client & Advisor Partnership
Collaborate with Senior Wealth Management Bankers, Financial Advisors, and Field Leaders to advise clients on Deposits, Cash Management, Banking, and Lending Solutions. Integrate these solutions into onboarding and review processes. Foster strong relationships with key teams to incorporate Banking and Lending into their practices.
Business Development & Engagement
Partner with your Senior Wealth Management Banker(s) to engage your markets in Deposits, Banking and Lending.
Profile client bases, identify and analyze business opportunities, and drive adoption of cash management and banking solutions.
Maintain a pipeline of opportunities, leveraging analytics and lists (e.g., liquidity events, external transfers) to grow balances and revenue.
Support Advisor team recruiting and prospective client inquiries.
Product Expertise & Education
Act as the subject matter expert for all inquiries related to Cash Management, Deposit Solutions, Banking, and Lending.
Build awareness and understanding among Financial Advisors, support professionals, and field management through clear articulation of value propositions.
Coordinate with internal partners, including the Banking Solutions Team, Lending Teams and Private Mortgage Bankers, to ensure sound sales execution.
Operational Excellence
Establish a reputation for client focus and executional excellence.
Maintain strong connectivity with the field through branch visits, sales meetings, training sessions, video calls, and targeted communications.
Collaborate with SWMBs, Digital Specialists, and other partners to deliver integrated solutions.
Review and analyze mortgage and securities-backed lending pipelines, resolve issues impacting loan cycle time, and identify process improvements.
Detailed salary information:
Your team
You will work as part of the Banking Field Engagement Team, partnering with Senior Wealth Management Banker(s) and Financial Advisors to solve client needs. Banking and cash management are critical growth drivers of Wealth Management Americas, and this role is essential in connecting these solutions to advisors and clients in the field.
Your expertise
Bachelor’s Degree Or Equivalent Experience Required.
Experience in financial services, preferably in wealth management, supporting high-net-worth clients.
Knowledge of securities-backed lending, mortgage banking, private banking products, and cash management solutions.
Ability to manage multiple projects and priorities with strong organizational skills.
Proactive approach and problem-solving abilities.
Strong communication and presentation skills.
About Us
Interest in client experience and effective interpersonal skills.
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.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy Statements
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.
Salary Information
US Only: The expected salary range for this role is $105000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
323409BR
Job Type
Full Time
Your role
Are you passionate about driving business growth through strategic sales and relationship-building? Do you excel at identifying opportunities and delivering solutions that meet client needs in a collaborative environment? Do you thrive in a collaborative environment, solving problems and delivering solutions? We’re looking for someone who can build and maintain trustworthy relationships with Financial Advisor teams, Wealth Management branch personnel, and Banking and Lending partners. This role combines expertise in Deposits and Cash Management Solutions with Banking and Lending services, acting as a key connector between bankers, advisors, clients, and product teams.
Client & Advisor Partnership
Collaborate with Senior Wealth Management Bankers, Financial Advisors, and Field Leaders to advise clients on Deposits, Cash Management, Banking, and Lending Solutions. Integrate these solutions into onboarding and review processes. Foster strong relationships with key teams to incorporate Banking and Lending into their practices.
Business Development & Engagement
Partner with your Senior Wealth Management Banker(s) to engage your markets in Deposits, Banking and Lending.
Profile client bases, identify and analyze business opportunities, and drive adoption of cash management and banking solutions.
Maintain a pipeline of opportunities, leveraging analytics and lists (e.g., liquidity events, external transfers) to grow balances and revenue.
Support Advisor team recruiting and prospective client inquiries.
Product Expertise & Education
Act as the subject matter expert for all inquiries related to Cash Management, Deposit Solutions, Banking, and Lending.
Build awareness and understanding among Financial Advisors, support professionals, and field management through clear articulation of value propositions.
Coordinate with internal partners, including the Banking Solutions Team, Lending Teams and Private Mortgage Bankers, to ensure sound sales execution.
Operational Excellence
Establish a reputation for client focus and executional excellence.
Maintain strong connectivity with the field through branch visits, sales meetings, training sessions, video calls, and targeted communications.
Collaborate with SWMBs, Digital Specialists, and other partners to deliver integrated solutions.
Review and analyze mortgage and securities-backed lending pipelines, resolve issues impacting loan cycle time, and identify process improvements.
Detailed salary information:
- San Francisco, San Diego, Los Angeles, Beverly Hills: the salary range for this role is $105000 to $130000
Your team
You will work as part of the Banking Field Engagement Team, partnering with Senior Wealth Management Banker(s) and Financial Advisors to solve client needs. Banking and cash management are critical growth drivers of Wealth Management Americas, and this role is essential in connecting these solutions to advisors and clients in the field.
Your expertise
Bachelor’s Degree Or Equivalent Experience Required.
Experience in financial services, preferably in wealth management, supporting high-net-worth clients.
Knowledge of securities-backed lending, mortgage banking, private banking products, and cash management solutions.
Ability to manage multiple projects and priorities with strong organizational skills.
Proactive approach and problem-solving abilities.
Strong communication and presentation skills.
About Us
Interest in client experience and effective interpersonal skills.
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.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy Statements
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.
Salary Information
US Only: The expected salary range for this role is $105000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Salary : $105,000 - $130,000