Financial Advisor
Knoxville, Tennessee
Employer: UBS
Industry: Sales
Salary: Competitive
Job type: Full-Time
Your role
Are you competitive and service oriented? Do you know how to build long-term relationships?
We're looking for a Financial Advisor to:
• create and execute business development strategies to attract and acquire new clients
• analyze clients' financial needs, goals, sensitivity to risk and investment horizon
• evaluate portfolio performance reports, in conjunction with Wealth Management research and external parties, to make recommendations for change
• partner with other team members to create marketing plans and track prospecting activities
Your team
You'll be working on our Wealth Management team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.
Your expertise
• ideally 2-5 years of experience in a similar role within a financial institution
• university degree or equivalent
• an aptitude for marketing and business development
• entrepreneurial, with a strong work ethic
• always professional (but you have the human touch)
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..
We have a presence in all major financial centers in more than 50 countries.
Join us
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.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
Are you competitive and service oriented? Do you know how to build long-term relationships?
We're looking for a Financial Advisor to:
• create and execute business development strategies to attract and acquire new clients
• analyze clients' financial needs, goals, sensitivity to risk and investment horizon
• evaluate portfolio performance reports, in conjunction with Wealth Management research and external parties, to make recommendations for change
• partner with other team members to create marketing plans and track prospecting activities
Your team
You'll be working on our Wealth Management team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.
Your expertise
• ideally 2-5 years of experience in a similar role within a financial institution
• university degree or equivalent
• an aptitude for marketing and business development
• entrepreneurial, with a strong work ethic
• always professional (but you have the human touch)
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..
We have a presence in all major financial centers in more than 50 countries.
Join us
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.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
Created: 2024-08-22
Reference: 302586BR
Country: United States
State: Tennessee
City: Knoxville
ZIP: 37918
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