United States - California

Financial Advisors

Global Wealth Management

Job Reference #

303089BR

City

San Francisco

Job Type

Full Time

Your role

Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering
enhanced change capabilities across a range of business functions?
We’re looking for a First Vice President, Financial Advisor to:


 Deliver superior investment advice and solutions for clients' wealth.
 Strategically manage a book of clients and prospects, generating sustainable revenues and growth opportunities for the
bank.
 Act as a first line of defense in managing risk.
 Address the investment and wealth planning needs of High Net Worth (HNW) clients in Asia-Pacific (APAC) markets.
 Provide suitable solutions aligned with the HNW segment with a focus on consistently identifying and increasing share of
wallet, generating referrals, and growing clients into the Ultra-High Net Worth (UHNW) segment.
 Develop a mutual understanding with each client and establish trustworthy client partnerships.
 Maintain a complete, accurate, and up-to-date investor profile.
 Define a structured advisory process and the contractual arrangement most suitable for each client based on needs,
objectives, and expectations.
 Present expertise and content to clients via a regular flow of relevant market updates as well as strategic and tactical
investment advice.
 Define a suitable client investment strategy, systematically monitoring and optimizing portfolio quality and performance.
 Propose and sell investment solutions aligned with client investment strategies and profiles.
 Create and implement a strategic quantitative client development plan with measurable actions.
 Manage clients in a manner that complies with all relevant regulation, policies, and standards.

Detailed salary information:
• New York: the salary range for this role is $135000-$205000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Qualified Applicants apply through SH -ProfRecruitingcc@ubs.com. Please reference 000186. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNP.

Your team

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and
inclusion. It strengthens our business and brings value to our clients.

You’ll be working in the Global Wealth Management team in San Francisco, California.

Your expertise

Education & Experience Requirement

 This position requires a Bachelor’s degree or foreign equivalent in Business Administration, Finance, or a
related field of study plus five (5) years of experience in the job offered or five (5) years of experience as a Client
Advisor, International Desk Manager, Customer Relations Manager, Personal Financial Consultant, or a related
occupation.
 Position requires experience with:
 providing wealth management advisory services to high net worth clients in APAC;
 maintaining investor profiles;
 creating client development plans;
 portfolio management;
 risk management; and
 asset classes including FX, equites, investment funds and bonds.
 Position requires Series 7 and Series 66 certification



*LI-DNI

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.

Salary information

US Only: The expected salary range for this role is $135000-$205000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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?

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.