Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Drive sales growth and support Financial Advisors with market insights and strategies.
- Company: UBS is the world's largest global wealth manager, operating in over 50 countries.
- Benefits: Enjoy flexible working options, a supportive team, and opportunities for personal growth.
- Why this job: Join a diverse team focused on collaboration and making a real impact in wealth management.
- Qualifications: Self-motivated, strong presentation skills, and a solid understanding of wealth management required.
- Other info: Role may require travel; Series 7/66 or 7/63/65 certifications are necessary.
The predicted salary is between 80000 - 110000 £ per year.
Your role
Can you identify key strategies to develop and grow sales? Do you have a proven track record developing relationships? Do you want to go the extra mile to help our Financial Advisors and Field Leaders understand our clients’ needs and business opportunities?
We’re looking for someone like you to:
- Increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution.
- Develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources.
- Host daily Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines.
- Support book segmentation and reviews to bolster client acquisition and retention efforts.
- Understand and distribute ideas, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities.
- Prepare sales materials e.g., presentations, campaign content, and product updates and coordinate Advisor/Field Leader meetings, attending as needed.
- Handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria.
Your team
You will be part of the GWM US National Sales team, reporting to Head, Business Development based in Weehawken, NJ. This team acts as trusted advisor to our Field Leaders and Financial Advisors. We will drive our priorities by mobilizing around critical partners to leverage resources, thought leadership and best practices. You will be based in either Philadelphia, Washington, DC, or Baltimore, MD, supporting Advisors in Philadelphia, Washington DC, Mount Laurel, NJ, Baltimore, Conshohocken, Princeton, Hunt Valley, Newtown, and other locations.
Your expertise
- Self-motivated and passionate about the client experience, with solid presentation skills.
- Proactive, critical thinker with a collaborative personality.
- Strong planner focused on organization and details, with no problem delivering against tight deadlines.
- Strong understanding of the wealth management business.
- The National Sales team is geographically diverse with a concentration of tri-state area-based employees.
- Series 7/66 or 7/63/65 required.
- Operating with 5 days/week in a UBS office; role may require travel to different local branch offices.
About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Salary Information
The expected salary range for this role is $110000 to $157000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Seniority level: Not Applicable
Employment type: Full-time
Job function: Sales and Business Development
Industries: Banking, Financial Services, and Investment Banking
Business Development Officer employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Officer
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet potential colleagues and learn more about UBS's culture and values. This will not only give you insights into the company but also help you make valuable connections.
✨Tip Number 2
Familiarise yourself with current market trends and product strategies relevant to UBS. Being able to discuss these topics intelligently during interviews will demonstrate your proactive approach and genuine interest in the role.
✨Tip Number 3
Prepare to showcase your relationship-building skills. Think of specific examples from your past experiences where you've successfully developed client relationships or increased sales, as this is a key aspect of the Business Development Officer role.
✨Tip Number 4
Research UBS’s recent initiatives and achievements in the financial services industry. Being knowledgeable about the company's latest developments will allow you to engage in meaningful conversations during interviews and show that you're invested in their success.
We think you need these skills to ace Business Development Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development and sales. Use keywords from the job description, such as 'client acquisition', 'sales strategies', and 'relationship building' to catch the employer's attention.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and how your skills align with UBS's goals. Mention specific examples of how you've successfully increased revenue or developed client relationships in previous roles.
Showcase Your Understanding of Wealth Management: Demonstrate your knowledge of the wealth management industry in your application. Discuss any relevant experience you have with investment products or financial services, as this will show that you understand the market UBS operates in.
Highlight Your Collaborative Skills: Since the role involves working closely with Financial Advisors and Field Leaders, emphasise your teamwork and communication skills. Provide examples of past experiences where collaboration led to successful outcomes.
How to prepare for a job interview at UBS
✨Research UBS and the Role
Before your interview, make sure to thoroughly research UBS and understand their business model, especially in wealth management. Familiarise yourself with the specific responsibilities of the Business Development Officer role, as this will help you tailor your answers to demonstrate how your skills align with their needs.
✨Prepare Sales Strategies
Given that the role focuses on increasing revenue and developing sales ideas, come prepared with a few strategies or ideas based on current market trends. This shows initiative and your ability to think critically about the business, which is crucial for the position.
✨Showcase Relationship-Building Skills
Since the role involves developing relationships with Financial Advisors and Field Leaders, be ready to discuss your past experiences in building and maintaining professional relationships. Use specific examples to illustrate your success in this area.
✨Demonstrate Presentation Skills
As the role requires strong presentation skills, practice delivering a brief presentation on a relevant topic. This could be a market trend or a product offering. This not only showcases your communication abilities but also your understanding of the financial services landscape.
