UBS Financial Services

Charlotte, NC, 28243, USA

Title Job Reference # 51925BR Location United States - North Carolina City Charlotte Function Category Management Group Business Divisions Wealth Management Americas Job Type Full Time About UBS UBS is a client-driven global financial services firm. Our Wealth Management Americas business division offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. UBS is one of the world's leading wealth management businesses, Switzerland's leading retail and commercial bank, and one of the largest private client businesses in the USA. By combining your talent with our strength, we can achieve great results. Description UBS is a leading global financial services firm. As part of Global Wealth Management & Business Banking, UBS Financial Services Inc. provides customized finance and investment solutions to its international clientele, ranging from wealthy individuals to institutional investors to multinational corporations. We are one of the world's leading wealth management businesses, the premier Swiss retail bank and one of the top private client businesses in the USA. By combining your talent with our strength, we can achieve great results. Your job, as an IC Associate Manager, is to:
.Assess job performance and provide developmental feedback (PMM Evaluations) .Define appropriate developmental planning for IC staff .Coach and mentor support team members (FAs and CSAs) during monthly scheduled formal and informal sessions .Daily review of open issues within PeopleSoft .Evaluate inbound calls for quality and technical integrity .Work with individual team members of the staff to assist in resolution and/or escalation .Escalate contact for client intervention .Attend meetings with other business groups to improve workflow Skills and Abilities .Strong ability to identify, manage, escalate and resolve issues .Strong ability to establish business partner relationships across the firm .Ability to manage others .Ability to carry out performance assessments and define others' developmental needs .Positive attitude when responding to the business needs and the desire to learn new skills and knowledge .Flexible work schedule in order to contribute extra hours as the business requires .Strong ability to provide accurate and complete data with the ability to identify technical trends .Skills to establish policies and procedures when using fixes and/or workarounds .Demonstrates the capability to use the knowledge from their job to reach decisions that impact the ability of the group to provide "World Class Service" .Ability to organize thoughts and concepts in order to deliver a clear and concise presentation on basic information relating to their area of responsibility .Must have strong writing and communication skills and ability to interact with all levels of management within the firm .General knowledge of financial concepts related to their business area and the impact of their actions on financial results. Requirements Qualifications .Minimum of 2-3 years of industry experience .Previous management experience is a plus .Series 7, 9, 10, 66 licensed Our Offering We can offer a stimulating working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards. This position carries an attractive performance-related compensation and the support of our global experts at all times. It starts with you If you would like to work for a global organization where individual contribution counts and where your ambitions and abilities can make a difference, please apply for this position. It starts with you. UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce. Disclaimer / Policy Statements Wealth Management services in the United States are provided by UBS Financial Services Inc., a registered broker/dealer offering securities, trading, brokerage, and related products and services in the U.S. UBS Financial Services is a subsidiary of UBS AG.

Supercharged
Job Search

Reach 1000's of hiring recruiters

• Create & Distribute Professional Resumes
• Get Googled by Thousands of Recruiters
• For Professionals earning more than $45K