Senior Wealth Management Banker

UBS•Seattle, WA

6d•$140,000 - $180,000•Remote

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. This position is part of the Banking Field Engagement Team and partners with Financial Advisors in UBS branches to solve client needs, playing a critical role 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
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.