UBS - Philadelphia, PA
posted 4 months ago
As an Assistant Market Executive at UBS, you will play a pivotal role in the daily management of the Market, acting as a deputy to the Market Executive. Your primary responsibility will be to develop and implement a structured coaching program for financial advisors, enabling them to identify and achieve their growth needs effectively. You will be tasked with running regular sales meetings, assisting in the implementation of growth initiatives, evaluating progress, and creating action plans to address any underperformance. Additionally, you will manage and resolve escalated issues that may arise, including those related to financial, reputational, compliance, supervisory, operational, and HR governance risks. In this role, you will also assist in the selection, hiring, and onboarding of financial advisors, overseeing the transition of those who are new to the market. Furthermore, you will serve as a financial advisor to personal clients while managing your market responsibilities. This position is integral to the Philadelphia, D.C., Charlotte Market Management Team, which focuses on helping high net worth and ultra-high net worth individuals and families meet their financial goals through tailored products and services delivered by financial advisors. UBS is committed to fostering a diverse and inclusive workplace, and we welcome applications from career returners. We believe that great work is never done alone, and our purpose-led culture encourages collaboration and connection among our employees. Join us to make a significant impact in the wealth management sector.