Description
Your role
Are you driven by the desire to deliver exceptional client service? Do you like to work as part of team to solve problems and deliver solutions? Are you at your best when supporting others? We’re looking for someone like that who can build and maintain trustworthy relationships with Financial Advisor teams, key Wealth Management branch personnel and Banking and Lending team partners.
Key competencies and responsibilities include:
• Partner with Financial Advisors and Senior Wealth Management Bankers to provide clients with advice and guidance regarding our full suite of Deposits and Cash Management Solutions.
• Build Deposits and Cash Management Solution awareness and understanding among Financial Advisors (FAs), Support Professionals as well as local and regional field management. This will include the clear and effective articulation of the cash management solutions value proposition.
• Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing adoption of cash management
• Build FA Engagement by maintaining a pipeline of cash management opportunities around cash management product balance and revenue. This includes leveraging opportunity lists (e.g., money in motion/liquidity events, wires/external funds transfer to other financial institutions or card issuers), educating and supporting the branches, and other analytics.
• Establish a reputation of client focus and executional excellence. Build trust with FAs to collaborate in fully developing cash management services and deposit opportunities with their clients
• Act as the subject matter expert for all FA and Branch staff inquires on Cash Management and Deposit Solutions
• Work with and communicate effectively with Field/Branch management, Financial Advisors, Branch Service staff and Product partners.
• Partner with FA to incorporate cash management into client onboarding and client review processes.
Detailed salary information:
• Pasadena: the salary range for this role is $100000 to $130000
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.