Senior Wealth Management Banker
About The Position
We are looking for a Senior Wealth Management Banker to build and maintain trustworthy relationships with Financial Advisors, key branch personnel, and clients. This role involves promoting banking and lending capabilities through branch education, consultation with advisors, and guidance to clients. The Senior Wealth Management Banker will also partner with other field sales and marketing groups to provide expert content to the branch network and internal sales partners. Responsibilities include reviewing and analyzing origination pipelines, especially mortgage pipelines, of assigned branches to identify process improvements, and defining territory management strategy, tracking and reporting on business results, and sharing outcomes. You will join a strong franchise working in the Banking Field Engagement Team and partner with Financial Advisors in UBS branches to solve client needs. Banking is a critical growth driver of Wealth Management in the U.S. and this role is critical in connecting the Banking Group to advisors and clients in the field.
Requirements
- A university degree
- A proven track record in working within an organization supporting high net worth clients
- Familiarity with the structure of wealth management, either here or at a comparable institution
- Knowledge of securities-based lending, mortgage banking and private banking products, and a willingness to quickly learn mortgage origination if not already familiar
- Series 7 and 66
- A strong communicator with compelling presentation skills
- A confident decision-maker, highly organized and detail oriented
- Willing to travel up to 75 percent of the time
- Curiosity to explore how AI can improve how we build, deliver, and optimize workflows, with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
Responsibilities
- Build and maintain trustworthy relationships with Financial Advisors, key branch personnel and clients
- Promote banking and lending capabilities through branch education, consultation with advisors and guidance to clients
- Partner with other field sales and marketing groups to provide expert content to the branch network and internal sales partners
- Review and analyze origination pipelines, especially mortgage pipelines, of assigned branches and identify ways to improve processes
- Define territory management strategy, tracking and reporting on business results, and sharing outcomes
Benefits
- Competitive benefits
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What This Job Offers
Job Type
Full-time
Career Level
Senior
