<p>Your role</p> <p>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.</p> <p>Key Responsibilities</p> <p>Client & Advisor Partnership</p> <p>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.</p> <p>Business Development & Engagement</p> <ul> <li>Partner with your Senior Wealth Management Banker(s) to engage your markets in Deposits, Banking and Lending. </li><li>Profile client bases, identify and analyze business opportunities, and drive adoption of cash management and banking solutions. </li><li>Maintain a pipeline of opportunities, leveraging analytics and lists (e.g., liquidity events, external transfers) to grow balances and revenue. </li><li>Support Advisor team recruiting and prospective client inquiries. </li></ul> <p>Product Expertise & Education</p> <ul> <li>Act as the subject matter expert for all inquiries related to Cash Management, Deposit Solutions, Banking, and Lending. </li><li>Build awareness and understanding among Financial Advisors, support professionals, and field management through clear articulation of value propositions. </li><li>Coordinate with internal partners, including the Banking Solutions Team, Lending Teams and Private Mortgage Bankers, to ensure sound sales execution. </li></ul> <p>Operational Excellence</p> <ul> <li>Establish a reputation for client focus and executional excellence. </li><li>Maintain strong connectivity with the field through branch visits, sales meetings, training sessions, video calls, and targeted communications. </li><li>Collaborate with SWMBs, Digital Specialists, and other partners to deliver integrated solutions. </li><li>Review and analyze mortgage and securities-backed lending pipelines, resolve issues impacting loan cycle time, and identify process improvements. </li></ul> <p>Applications for this role can be submitted until April 30, 2026.</p> <p>Join us</p> <p>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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.</p> <p>We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.</p> <p>Your expertise</p> <p>Bachelor's degree or equivalent experience.</p> <p>Series 7 and 66 licenses are preferred but not required</p> <p>Experience in financial services, preferably in wealth management, supporting high-net-worth clients.</p> <p>Knowledge of securities-backed lending, mortgage banking, private banking products, and cash management solutions.</p> <p>Ability to manage multiple projects and priorities with strong organizational skills.</p> <p>Proactive approach and problem-solving abilities.</p> <p>Strong communication and presentation skills.</p> <p>Interest in client experience and effective interpersonal skills.</p> <p>About us</p> <p>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.</p> <p>We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.</p>