Associate Client Relationship Manager
UBS · United States
FULL TIME
Job Description
Do you have the ability to interface with senior home office relationship manager, product specialists and financial advisors; can you discuss product details and help drive a sales process; can you provide holistic investment advice on a wide range investment solutions? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have the intellectual curiosity and financial acumen to consult with financial advisors to help them develop financial solutions to solve their clients problem? • partner with Client Relationship Managers to help promote and sell UBS AM solutions at wirehouse, RIAs and IBDs. • manage products onboarded at third party paltforms • work with manager research team to rese
Details
| Company | UBS |
| Location | United States |
| Type | FULL TIME |
| Niche | general |
