Global Banking - Head of Coverage, UGB Americas

UBS•New York, NY

3d•$400,000 - $500,000

About The Position

UBS's Unified Global Banking (UGB) is seeking a Senior Banker with ideally 15-20+ years of Investment Banking experience. This role will manage the team of regionally aligned Coverage Bankers, focused on originating cross-divisional business opportunities, with a specific focus on assisting with the review, diligence and client meetings/conversations of referrals into the Investment Bank from Wealth Management Americas. As team lead, you will hold the team accountable for commercial outcomes, client experience, and disciplined governance across the pipeline. You will be responsible building, developing, and retaining a strong bench of regionally diversified Coverage Bankers. You must be a player/coach with the ability to articulate M&A, Equity & Debt capital raising and other Corporate Finance transactions to business owners and UBS Wealth Management Advisors. You will also be responsible for representing the full suite of Wealth Management capabilities to UBS IB client relationships and key stakeholders in UBS Global Banking as well as working in close connectivity with the global UGB team for collaboration on cross border transactions. In this capacity, you will be expected to participate in defining the strategy and tracking performance against agreed group and regional KPIs.

Requirements

Significant experience (ideally 15-20+ yrs) including a proven track record of working on complex M&A and capital markets transactions
An understanding of client coverage and/or coverage banker model, including resource allocation
Demonstrated success (ideally 5+ yrs) leading teams of senior bankers
Strong commercial instinct, ability to perform under pressure and manage tight deadlines
Excellent valuation skills and a high level of focus on work quality and attention to detail
Extremely strong written and verbal communication skills
Requisite Series 79, 73, and 24 licensing

Nice To Haves

A great communicator, whether presenting to clients or senior executives
Willing to work with founders
Able to manage multiple internal and external stakeholders, including Bankers, Clients, Financial Advisors, and Field Leaders
Proficient at managing and cultivating important client relationships
Able to develop creative solutions to meet client needs and identify cross-product opportunities
Comfortable reading and interpreting financial statements
A collaborative member of a cross-functional and global team
A valuable resource and mentor to professionals at the firm
Curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

Responsibilities

Manage the team of regionally aligned Coverage Bankers, focused on originating cross-divisional business opportunities.
Assist with the review, diligence and client meetings/conversations of referrals into the Investment Bank from Wealth Management Americas.
Hold the team accountable for commercial outcomes, client experience, and disciplined governance across the pipeline.
Build, develop, and retain a strong bench of regionally diversified Coverage Bankers.
Articulate M&A, Equity & Debt capital raising and other Corporate Finance transactions to business owners and UBS Wealth Management Advisors.
Represent the full suite of Wealth Management capabilities to UBS IB client relationships and key stakeholders in UBS Global Banking.
Work in close connectivity with the global UGB team for collaboration on cross border transactions.
Participate in defining the strategy and tracking performance against agreed group and regional KPIs.