UBS

Unified Global Banking - Executive Director

UBS$325K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; MBA or similar preferred
  • High preference for experience in wealth management or investment banking
  • Excellent communication skills
  • Strong ability to develop creative solutions
  • Proven track record in building client relationships

Responsibilities

  • Support the UGB Coverage team in originating business opportunities
  • Review and process referrals from Wealth Management Americas
  • Foster partnerships to enhance existing client engagement
  • Improve product and service returns
  • Generate innovative ideas and approaches to drive business forward
  • Assist in recruiting and developing talented individuals
  • Make balanced judgments within ethical and regulatory standards
  • Inspire team motivation with a shared vision of goals

Benefits

  • Access to comprehensive employee benefits
  • Opportunities for professional development
  • Supportive team environment fostering innovation
  • Potential for additional variable compensation
  • Strong focus on ethical practices and company values
Full Job Description
Your role

Are you a leader in innovation? Do you know how to come up with creative ideas for clients?

We're looking for an investment banker to:
• support the full Unified Global Banking (UGB) Coverage team in originating cross-divisional business opportunities
• review, diligence, and process of referrals into our Investment Bank from Wealth Management Americas
• create partnerships by increasing depth and breadth of existing client relationships
• increase the returns of products and services
• generate new ideas and creative approaches that push the business forward
• assist in planning overall resource requirements, by recruiting, developing and retaining talented individuals
• make sound and balanced judgments (and always within professional, ethical, regulatory and legal standards)
• motivate and inspire others by providing a vision of shared goals

Your team

The Unified Global Banking (UGB) - Americas Team originates and executes new business opportunities between UBS Global Wealth Management and Global Banking. Our team covers financial advisors and their client relationships across the Americas region to source, evaluate and execute Investment Banking opportunities from Wealth Management relationships, driving increased Firm revenue through M&A Advisory, Equity & Debt capital raising and other Corporate Finance transactions.

Your expertise

- Bachelor's degree
- MBA or similar is preferred
- Experience within wealth management or investment banking is high preferred
- Great communication skills
- Strong ability to develop creative solutions

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - Texas - Dallas USD 325000
• United States - Illinois - Chicago USD 325000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

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